How El Castillo Investments, LLC collects, uses, and protects your information.
Last updated: August 2026
When you interact with our website, request information, apply for advisory services, or invest in our corporate bond program, we may collect personal information such as your name, contact details, financial information, and identification documents necessary to verify accredited investor status and open or service an account.
We use the information we collect to provide advisory and bond program services, communicate with you about your account, comply with regulatory and recordkeeping obligations as an SEC-registered investment adviser, and improve our services.
We do not sell client information. We may share information with our qualified custodian (Charles Schwab & Co., Inc.), service providers who assist in operating our business, and regulators or authorities where required by law.
We maintain reasonable administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, or disclosure.
You may request access to, correction of, or deletion of the personal information we hold about you, subject to our recordkeeping obligations as a registered investment adviser.
Questions about this policy can be directed to information@elcastilloinvestments.com or via WhatsApp through our contact page.