Privacy Policy

This page explains how Momentum Capital Management collects and uses information from visitors to this website. It is separate from the Privacy Notice we provide to clients under Regulation S-P, which governs the handling of your nonpublic personal information as part of our advisory relationship.

Who We Are

Momentum Capital Management is a registered investment adviser operating as CVS Capital, LLC dba Momentum Capital Management (CRD No. 339546), registered with the states of Nevada and Utah. Our office is located at 10775 Double R Blvd, Suite 122, Reno, NV 89521.

What Information We Collect

We collect personal information only when you choose to provide it. The only way we collect personal information from website visitors is through our contact form, which may ask for your name, email address, and phone number, along with any message you choose to send us.

This website uses Vercel Web Analytics to collect anonymized, aggregated data about site usage. This tool does not use cookies and does not collect or store any information that could identify you personally. The data collected includes pages visited, referring website, approximate geographic location (country, state, and city derived from your IP address), browser type, operating system, and device type. Your IP address itself is not stored. This information is used solely to understand how visitors interact with our site in aggregate.

Vercel's privacy practices are described in their Privacy Policy.

How We Use Your Information

Information submitted through our contact form is used solely to respond to your inquiry. If you become a client of Momentum Capital Management, any information you provide during onboarding will be governed by our Regulation S-P Privacy Notice, which you will receive at the start of our advisory relationship.

How We Share Your Information

We do not sell, rent, or share your contact information with third parties for marketing purposes. We may share your information only as required by law or regulatory authority, or to respond to a court order or lawful request.

How We Protect Your Information

We maintain physical, electronic, and procedural safeguards designed to protect information from unauthorized access or disclosure. Access to any information you provide is limited to MCM personnel who need it to respond to your inquiry.

Text Messaging (SMS)

We may use your phone number to send text messages related to our services, including appointment reminders, account notifications, document delivery, and responses to your inquiries. Your consent to receive SMS messages is never sold, rented, or shared with third parties or affiliates for marketing purposes. You may opt out at any time by replying STOP to any message from us.

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Momentum Capital Management. This includes SMS messages for conversations regarding our advisory services, appointment scheduling, account notifications, and document delivery.

• Message frequency may vary.
• Message and data rates may apply.
• To opt out at any time, reply STOP to any message.
• For assistance, reply HELP or visit us at https://www.momentumcm.com.
• See our full privacy policy at https://www.momentumcm.com/privacy.

Client Privacy Notice

If you are a current or prospective client of Momentum Capital Management, please refer to our full Privacy Notice for a complete description of how we collect, use, and protect your nonpublic personal information under Regulation S-P.