Legal Disclosures & Privacy Policies

Maycomb Wealth Advisors LLC

 

Maycomb Wealth ADV 2A Brochure

Maycomb Wealth ADV 2B Brochure Supplement

Maycomb Wealth Privacy Policy

Maycomb Wealth Website Privacy Policy

First Ascent Asset Management LLC*

 

First Ascent ADV 2A Brochure

First Ascent ADV 2B Brochure Supplement

First Ascent Privacy Statement

First Ascent Form CRS

* First Ascent Asset Management LLC is a Turnkey Asset Management Program (“TAMP”) provider that assists Maycomb Wealth and our Members for whom we manage assets.  Members for whom we manage assets will also sign an investment management agreement with First Ascent, in which First Ascent agrees to owe them the same fiduciary duty that we owe to the Members.  More information about First Ascent and the services it provides is available on Our Firm page of our website accessible here, and in Maycomb Wealth’s and First Ascent’s ADV 2A Brochure(s) that are attached above on this webpage.

 

 

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