ADV Documents

Click here to access Form ADV Part 2A & 2B

Website Disclaimer

Fedway Financial LLC (referred to as “Fedway”) is a registered investment advisor offering advisory services in the State of North Carolina, Maryland, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Fedway is not affiliated with or endorsed by any government agency.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Fedway disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

All opinions and estimates constitute Fedway’s judgment as of the date of this communication and are subject to change without notice. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with an adviser, accountant, or legal counsel prior to implementation.

The presence of this website shall in no way be construed or interpreted as a solicitation to buy or an offer to sell advisory services in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. All written content is for information purposes only. It is not intended to provide any investment, tax, accounting, or legal advice or provide the basis for any financial decisions, or an endorsement of any company, security, fund, or other securities or non-securities offering.

Under no circumstances shall Fedway be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Fedway or a Fedway authorized representative has been advised of the possibility of such damages.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by Fedway. All links have been provided only as a convenience. These include links to websites operated by government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Fedway, nor any agency, officer, or employee of Fedway warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability, or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Privacy Policy

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

In the normal course of business, we may collect the following types of information:

• Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
• Data about your transactions with us (such as the types of investments you have made and your account status).

​​Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor.

Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder.

In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.