Start with clarity. Stay with discipline.
If you’re looking for a structured, fiduciary-aligned approach to investing, we’re here to help you begin with confidence.
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Book a 15-minute introductory call:
Understand your objectives and risk profile
Walk through our “Trail Map · Waypoints · Guardrails” framework
No pressure, no hype — just clarity and guidance
General inquiries, partnerships, and media:
- info@trailheaddigitaladvisors.com
Trailhead Digital Advisors U.S.-Focused Investment Advisory
For client privacy and cybersecurity reasons, in-person meetings are by appointment only.
Remote sessions are available nationwide.
Security & Compliance
We operate on a fiduciary, transparency-first foundation:
- Fee-only (no commissions, no kickbacks)
- Operate under U.S. regulatory oversight
- No asset custody or token distribution
- Documented advice, risk-first process
- Encryption, authentication, and vendor due-diligence policy
Security & Compliance: Our Commitment to You
We operate on a fiduciary, transparency-first foundation, ensuring every decision is made with your best interest as the sole priority. Our compliance framework is designed for integrity, stability, and rigorous protection of your data and assets.
- Fiduciary & Fee-Only Structure
- Fiduciary Standard: Trailhead Digital Advisors operates as a fiduciary, meaning we are legally and ethically obligated to put your financial interests ahead of our own at all times. This is the highest legal standard of care in the financial industry.
- Fee-Only (Transparency-First): We are a fee-only firm. We do not receive commissions, sales incentives, or kickbacks from any third party for recommending specific products or services. Our compensation comes directly and solely from the transparent fees you pay us for advice. This structure eliminates conflicts of interest, ensuring that our advice is purely objective.
- Regulatory Oversight & Due Diligence
- U.S. Regulatory Oversight: We operate under comprehensive U.S. regulatory oversight. As a financial firm, we are subject to regulatory bodies such as the Securities and Exchange Commission (SEC) and relevant state authorities, including the Colorado Secretary of State. Our operations, disclosures, and ethical standards are continually audited to maintain compliance.
- Colorado Public Benefit Corporation: Trailhead Digital Advisors is an incorporated entity in Good Standing with the State of Colorado. Our status as a Public Benefit Corporation (PBC) reflects our commitment to balancing the financial interests of our clients with a general public benefit, embedding a broader standard of responsibility into our legal charter.
- Documented & Risk-First Advice: Our process is built on a documented advice, risk-first process. Every recommendation is thoroughly researched, documented, and based on a comprehensive assessment of your risk tolerance and financial goals before execution.
- Asset Security & Client Protection
- No Asset Custody: For maximum security, Trailhead Digital Advisors does not take custody of client assets or distribute tokens. All client funds and assets are held by an independent, third-party qualified custodian. This separation of duties is a core defense against fraud, embezzlement, or misappropriation. We only have the authority to manage the assets based on your instructions, not to withdraw them.
- Privacy Standards (Regulation S-P): We adhere strictly to the confidentiality and privacy requirements set forth by federal regulations (such as SEC Regulation S-P). We do not share your non-public personal information except as necessary to service your account or as required by law.
- Technical Security & Data Protection
- Encryption and Authentication: We employ industry-leading encryption, authentication, and vendor due-diligence policies to protect your sensitive data.
- Data Encryption: All data transmitted between your device and our systems is secured using Transport Layer Security (TLS) encryption. Non-public personal information stored on our servers is protected with robust encryption.
- Secure Access: We require strong, multi-factor authentication (MFA) for all client-facing and internal administrative systems to prevent unauthorized access.
- Vendor Due-Diligence: We maintain a formal process for vetting all third-party vendors and service providers. This ensures that any partner handling your data meets our stringent requirements for financial industry compliance, cybersecurity, and regulatory adherence.
Compliance Disclosures
This page/section should contain the detailed regulatory information, using the structure of the "Our Licenses & Certifications" section we previously confirmed.
WE PROUDLY OPERATE WITH FULL REGULATORY AUTHORIZATION IN THE U.S. AND EUROPE: All certifications are verifiable and available upon request.
- Privacy Standards
Effective Date: 04/10/2025
- Our Commitment to Privacy: Trailhead Digital Advisors is committed to safeguarding the privacy and security of the personal and financial information we collect, as required by federal law and industry standards (e.g., Regulation S-P).
- Information We Collect: We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, forms, and other documents (e.g., name, address, Social Security Number, financial goals).
- Information about your transactions with us or others.
- Information We Disclose: We do not disclose any nonpublic personal information about our current or former clients to anyone, except as permitted or required by law (e.g., to unaffiliated service providers who assist us in managing your account, or to comply with a court order).
Security Measures: We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.