Privacy Policy
Last updated: April 18, 2026
Who We Are
Advanced Capital Management ("ACM," "we," "us," or "our") is a licensed insurance agency headquartered at 2500 Boca Ciega Dr N, St. Petersburg, FL 33710. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit advancedcapitalmanagement.net or otherwise interact with us.
Information We Collect
We collect the following categories of information:
- Contact information you provide voluntarily — name, email, phone number, ZIP code, and any details you share in a form or message.
- Scheduling information when you book a consultation through our Calendly link.
- Technical information automatically collected by your browser — IP address, device type, browser, pages viewed, and referral URL.
- Cookies & local storage — small data files used to remember preferences such as your accessibility settings and cookie banner choice.
We do not collect Social Security numbers, account numbers, or other sensitive financial information through this website. Any such information needed for an application is collected directly through licensed carrier paperwork in person, by phone, or via secure carrier portals.
How We Use Your Information
- To respond to your inquiries and schedule consultations.
- To send you the educational guides or materials you request.
- To follow up about products and services that may be relevant to you.
- To improve our website, understand traffic patterns, and prevent abuse.
- To comply with applicable insurance and financial regulations.
How We Share Your Information
We do not sell your personal information. We share it only as follows:
- With insurance carriers and financial product providers when you ask us to obtain a quote or submit an application on your behalf.
- With service providers that help us operate the website and our business (hosting, scheduling, email delivery), under contractual confidentiality obligations.
- When required by law, subpoena, or to protect our rights or the safety of others.
Cookies
We use a small number of cookies and local-storage entries to remember your preferences (for example, accessibility settings and whether you've dismissed the cookie banner). We do not currently use third-party advertising or cross-site tracking cookies. You can clear cookies and local storage at any time through your browser settings.
Your Choices & Rights
You may request that we update or delete the contact information we hold about you at any time by emailing john@advancedcapitalmanagement.net or calling (727) 542-7659. Residents of certain states may have additional rights under state privacy laws — contact us and we will assist you.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure, however, and we cannot guarantee absolute security.
Children's Privacy
Our services are intended for adults age 18 and older. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top of the page reflects the most recent revision.
Contact Us
Advanced Capital Management
2500 Boca Ciega Dr N
St. Petersburg, FL 33710
Phone: (727) 542-7659
Email: john@advancedcapitalmanagement.net
