AcuBooth, LLC is a SEC-registered investment advisor operating under fiduciary duty. Below you'll find our key legal disclosures and policies.
AcuBooth, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC). We operate as a fiduciary sub-advisor, managing covered call overlay strategies through our proprietary execution engine, Tollbooth. Registration does not imply any level of skill or training.
AcuBooth is committed to protecting your privacy. As a registered investment advisor, we adhere to strict data protection standards. We collect only the information necessary to provide our covered call overlay services.
Account connection is handled through secure OAuth tokens via Schwab's public API — we never access or store your brokerage credentials. Tollbooth, our execution engine, receives scoped authorization for options order placement only.
Data collected includes: contact information provided during signup, account connection tokens (which permit order placement only), and trading activity within the covered call program. We do not sell or share your personal information with third parties except as required to provide our services or comply with legal obligations.
AcuBooth is a SEC-registered investment advisor providing automated covered call management services to other registered investment advisors and their clients through sub-advisory agreements.
By engaging AcuBooth's services, you acknowledge that:
Options trading involves risk, including the potential loss of principal. Past performance does not guarantee future results. Covered calls may limit upside participation in the underlying security. Tollbooth, our automated execution engine, makes decisions based on over 12,000 pre-defined deterministic rules and does not use artificial intelligence.
Primary advisors remain responsible for determining the suitability of covered call strategies for their clients. AcuBooth operates as a fiduciary sub-advisor with limited discretionary authority specifically for covered call overlay management.
AcuBooth, LLC is registered with the SEC as an investment advisor. Our Form ADV Part 2A brochure contains important information about our services, fees, and potential conflicts of interest.
• AcuBooth (the RIA) charges fees based on assets under management
• Tollbooth (our execution engine) executes trades through Charles Schwab using secure API connections
• Our system is fully deterministic — no AI in trade decisions, all logic is rule-based
• We operate under fiduciary duty to act in clients' best interests
• Complete audit trail available for all trading activity
A copy of our current Form ADV Part 2A is available upon request or through the SEC's Investment Adviser Public Disclosure website.
For legal inquiries or to request our complete Form ADV:
Email: legal@acubooth.com
Phone: Contact your AcuBooth representative