1. Information We Collect
Personal Information
We collect information you voluntarily provide through our website forms, including:
- Contact Information: Name, email address, phone number, company name, and job title
- Engagement Information: Industry, team size, operational challenges, and specific audit requests
- Communication Data: Messages and inquiries sent through contact forms
- Download Information: Details about audit reports and resources you request
Automatically Collected Information
When you visit our website, we automatically collect certain technical information:
- Log Data: IP address, browser type, operating system, referral source, and pages visited
- Device Information: Device type, hardware model, and mobile network information
- Usage Analytics: Time spent on pages, interactions with content, and engagement patterns
- Cookies: Information stored in cookies to enhance your experience and understand site usage
2. How We Use Your Information
Charles Advisory & Consulting Group uses the information we collect for the following purposes:
- Service Delivery: To fulfill audit requests, respond to inquiries, and schedule consultations
- Communication: To send confirmations, updates, and relevant information about our services
- Service Improvement: To analyze usage patterns and enhance our website and service offerings
- Marketing: To send newsletters and updates about new insights, services, or industry developments (with your consent)
- Compliance: To meet legal obligations and enforce our Terms of Use
- Analytics: To understand how clients discover and use our website and resources
- Engagement Management: To track and manage consulting engagements and deliverables
3. Data Sharing and Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:
- Service Providers: With vendors who assist us in email delivery, analytics, and website hosting (under strict confidentiality agreements)
- Legal Requirements: When required by law or to protect our legal rights and safety
- Business Transfers: In the event of merger, acquisition, or sale of assets
- Engagement Team: With Charles Advisory team members involved in your specific engagement or inquiry
4. Data Security
Charles Advisory & Consulting Group implements comprehensive security measures to protect your personal information:
- Encryption: Data in transit uses SSL/TLS encryption; sensitive data at rest is encrypted
- Access Controls: Only authorized personnel have access to personal information
- Regular Audits: We conduct regular security assessments and updates
- Breach Response: We maintain incident response procedures to address any security concerns
While we implement robust security practices, no system is completely secure. We cannot guarantee absolute security of your information.
5. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience:
- Essential Cookies: Required for website functionality (login sessions, form submissions)
- Analytics Cookies: Help us understand user behavior and improve our website
- Marketing Cookies: Track effectiveness of marketing campaigns and user interests
You can control cookie preferences through your browser settings. Disabling certain cookies may affect website functionality.
6. Client Data and Engagement Confidentiality
For clients engaging Charles Advisory & Consulting Group for consulting services:
- All client data shared during audits and engagements is strictly confidential
- We do not use client proprietary information for other clients or external purposes
- Client names and project details are not disclosed without explicit written permission
- Data from engagements may be used for internal analytics and service improvement, with identifying information removed
- Engagement agreements may specify additional confidentiality and data protection requirements
7. Data Retention
We retain your personal information for as long as necessary to:
- Fulfill the purposes for which it was collected
- Comply with legal and regulatory requirements
- Resolve disputes and enforce agreements
Typically, we retain website inquiry data for 2 years and client engagement data according to engagement terms and legal requirements. You may request deletion of your data, subject to legal obligations.
8. Your Privacy Rights
Depending on your location, you may have the following rights:
- Access: Right to request and review your personal data
- Correction: Right to correct inaccurate or incomplete information
- Deletion: Right to request deletion of your data (subject to legal exceptions)
- Portability: Right to receive your data in a portable format
- Opt-out: Right to opt out of marketing communications at any time
- Non-discrimination: Right to not be discriminated against for exercising privacy rights
To exercise these rights, please contact us at info@charlesadvisoryconsulting.com.
9. Third-Party Links
Our website may contain links to third-party websites. This Privacy Policy applies only to our website. We are not responsible for the privacy practices of external sites. We encourage you to review the privacy policies of any websites you visit through our links.
10. Children's Privacy
Charles Advisory & Consulting Group's website is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information and terminate the child's account.
11. International Data Transfers
Your information may be transferred to, stored in, and processed in countries other than your country of residence. These countries may have data protection laws that differ from your home country. By using our website, you consent to such transfers, subject to appropriate safeguards.
12. Policy Updates
Charles Advisory & Consulting Group may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of significant changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our website following such modifications constitutes your acceptance of the updated Privacy Policy.
13. Contact Us
If you have questions about this Privacy Policy, concerns about our privacy practices, or wish to exercise your privacy rights, please contact us:
- Email: info@charlesadvisoryconsulting.com
- Website: cacg.com
- Location: Miami, Florida
We will respond to your inquiry within 10 business days.
Last Updated: May 2026