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Legal & Disclosures

Role Clarification

AcuBooth is a rules-based overlay execution platform. It is not a registered investment adviser, broker-dealer, or investment company. AcuBooth applies pre-defined, deterministic rules to execute covered call orders within advisor-approved sleeve parameters.

The advisor of record retains full fiduciary or suitability responsibility to the client. The advisor determines client suitability, approves eligible positions and sleeve parameters, and maintains oversight of the program. AcuBooth does not provide individualized investment advice, select clients, or determine client suitability.

Rules-based execution does not eliminate market risk, assignment risk, tax consequences, liquidity constraints, or the possibility of underperformance relative to a buy-and-hold strategy. Even deterministic, algorithmic execution can produce investment outcomes that are unfavorable for a specific client. Past performance is not indicative of future results.

Whether AcuBooth’s activities require registration or constitute investment advisory services under applicable law depends on facts and circumstances. Prospective users should consult their own legal counsel before enrolling or referring clients.

Important information about AcuBooth, AcuBooth, our services, regulatory status, and the terms governing use of this website.

Last updated: April 2026

Contents
1. Regulatory Status & Important Disclosures2. Entity & Trade Name3. Not Investment Advice4. Overlay Program Disclosures5. Performance & Forward-Looking Statements6. Options Risk Disclosure7. Website Use & No Offer8. Privacy Policy9. Terms of Service10. Contact

1. Regulatory Status & Important Disclosures

Not a Registered Investment Advisor: AcuBooth is not registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC) or with any state securities regulatory authority. AcuBooth does not provide personalized investment advice. Nothing on this website constitutes investment advice, a recommendation, or a solicitation to buy or sell any security.

Neither AcuBooth nor AcuBooth holds any securities license, broker-dealer registration, or investment advisor registration at the federal or state level unless separately and explicitly disclosed in writing. Prospective clients are strongly encouraged to consult with their own independent legal counsel, tax advisor, and registered investment advisor before entering into any agreement with AcuBooth.

The AcuBooth program is a rules-based covered call overlay program. Enrollment in the program does not create a fiduciary relationship between AcuBooth and the client. The advisor of record for any enrolled account remains the client’s existing advisor, not AcuBooth or AcuBooth.

2. Entity & Trade Name

AcuBooth is a trade name used by AcuBooth, a limited liability company. All overlay agreements, custodian authorizations, fee arrangements, and operating contracts are entered into with and by AcuBooth. References to “AcuBooth” throughout this website, in marketing materials, and in operational communications refer to the covered call overlay program operated under the AcuBooth entity.

AcuBooth

AcuBooth is the legal contracting entity. When enrolling in the AcuBooth program, clients enter into an agreement with AcuBooth. AcuBooth retains all rights to the AcuBooth trade name, brand, intellectual property, and program operations.

Copyright & Trademark

© 2026 AcuBooth. All rights reserved. The AcuBooth name, AB monogram, and associated branding are the property of AcuBooth. Unauthorized use is prohibited. “AcuBooth” and “AcuBooth” are trade names of AcuBooth. All rights in both names are reserved by AcuBooth.

3. Not Investment Advice

The content on this website, including but not limited to descriptions of the AcuBooth program, performance figures, illustrative examples, case studies, educational resources, and any other materials, is provided for informational purposes only. It does not constitute:

  • Investment advice or a recommendation to buy, sell, or hold any security or investment product
  • Legal, tax, accounting, or financial planning advice
  • An offer or solicitation to provide investment advisory services
  • A guarantee or projection of future performance or income

Visitors to this website should not make investment decisions based solely on information contained herein. Independent professional advice should always be sought before making any investment decisions.

4. Overlay Program Disclosures

Nature of the Program

The AcuBooth covered call overlay program is an advisory service. It involves writing (selling) covered call options against equity positions held in a client’s account at a supported custodian. The client retains direct ownership of the underlying equity positions at all times. AcuBooth manages only the covered call overlay sleeve within the account, pursuant to the terms of an executed overlay agreement.

No Discretion Over Core Portfolio

AcuBooth does not have discretion over the client’s core equity holdings. AcuBooth’s authority is limited to the execution of covered call strategies on eligible positions as specified in the overlay agreement. The advisor of record retains full discretion over the core portfolio.

Fee Disclosure

All fee terms are established in the individual overlay agreement prior to enrollment. Fee rates are account-specific and are not published as a universal schedule. Any performance or income figures referenced on this website (including the 3.80% net realized options income figure for the account) are account-specific historical figures and do not represent standard program fee rates, guarantees, or typical results for any client. The 3.80% figure represents gross options wins divided by covered-call eligible equity for a specific account during a specific operating period — it is not a management fee rate. The program’s management fee schedule (the published breakpoint table) is separate from any income or performance figures. Breakpoints, if any, are disclosed in the individual overlay agreement. Custodian fees are separate from AcuBooth management fees.

Custodian Independence

AcuBooth is not affiliated with any custodian. Client assets are held at the client’s chosen custodian and are not held by or transferred to AcuBooth or AcuBooth. AcuBooth does not take custody of client funds or securities.

5. Performance & Forward-Looking Statements

Past performance is not indicative of future results. Any performance data, illustrative ranges, or figures referenced on this website are based on historical data, hypothetical models, or illustrative scenarios and do not represent actual client results.

Any historical comparisons to covered call ETFs or other reference instruments are specific to the accounts, time periods, and conditions described in the source material (see AcuBooth Trade Studies). They are illustrative only and are not representative of typical results. Actual results will vary materially based on market conditions, volatility levels, position composition, account size, timing of enrollment, and other factors. These figures do not constitute a guarantee, projection, or promise of future returns or income.

Certain statements on this website may constitute forward-looking statements. These statements are based on current expectations and assumptions and involve risks and uncertainties. Actual outcomes may differ materially from those described. AcuBooth undertakes no obligation to update forward-looking statements.

6. Options Risk Disclosure

Options involve significant risk and are not suitable for all investors. Before engaging in any options strategy, clients should carefully read and understand the relevant risk disclosures provided by their custodian and the Options Clearing Corporation (OCC), including the document titled Characteristics and Risks of Standardized Options.

Specific risks of covered call writing include, but are not limited to:

  • Capped upside: Selling a covered call limits the potential appreciation of the underlying position up to the strike price of the call sold.
  • Assignment risk: If the underlying security rises above the strike price, the position may be called away (assigned), resulting in the sale of the underlying shares at the strike price.
  • Premium risk: Option premiums collected are not guaranteed and will vary based on market conditions, implied volatility, time to expiration, and other factors.
  • Tax consequences: Options transactions may have significant tax implications. Clients should consult a qualified tax advisor.
  • Liquidity risk: Options markets may be illiquid under certain conditions, which could affect execution quality.

The AcuBooth program involves the systematic execution of covered call strategies. Clients should ensure they understand these risks fully before enrolling.

7. Website Use & No Offer

This website is provided for informational purposes only. Access to this website does not constitute an offer or solicitation to provide investment advisory services or to enter into any agreement. Any such offer or solicitation will only be made through a formal written overlay agreement.

The information on this website is subject to change without notice. AcuBooth and AcuBooth make no representations or warranties, express or implied, as to the accuracy, completeness, or timeliness of the information contained herein. Use of this website is at the visitor’s own risk.

This website is intended for use by financial professionals and institutional clients in jurisdictions where the AcuBooth program may lawfully be offered. It is not intended for retail investors or for use in jurisdictions where the program is not available.