Privacy Policy

Last Updated: November 20, 2025

Applicability of this Policy

“Carr, Riggs & Ingram” and “CRI” are the brand names under which Carr, Riggs & Ingram, L.L.C. (“CRI CPA”), CRI Advisors, LLC (“CRI Advisors” or “Advisors”), and Capin Crouse, LLC (“Capin Crouse CPA”), and CRI Capin Crouse Advisors, LLC (“Capin Crouse Advisors”) provide professional services. CRI CPA, Capin Crouse CPA, CRI Advisors, Capin Crouse Advisors, Carr, Riggs & Ingram Capital, LLC and their respective subsidiaries operate as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

CRI CPA and Capin Crouse CPA are licensed independent certified public accounting (“CPA”) firms that separately provide attest services, as well as additional ancillary services, to their clients. CRI Advisors and Capin Crouse Advisors provide tax and business consulting services to its clients. CRI Advisors and its subsidiaries, including Capin Crouse Advisors, are not licensed CPA firms.

In this Privacy Policy (“Policy”), “CRI” “our”, “we” or “us” refers to CRI CPA, CRI Advisors, Capin Crouse CPA, and Capin Crouse Advisors.

This Policy applies to information obtained about you obtained through the www.CRIadv.com website and all websites linked to this website and/or controlled by CRI (identified at Exhibit B) (collectively, the “Site”) and in connection with the services CRI provides (the Site and services, collectively referred to herein as the “Services”) except as otherwise noted.

If you are a California resident, please refer to the California addendum below.

Personal Information We Collect

Information you provide directly to us

We collect certain Personal Information about you that you provide to us through the Services. For example, you may provide Personal Information when you fill out the Site’s Contact Us form and other online forms; register for and attend events, such as webinars, conferences, and seminars; post public comments on certain Site content; access client portals; pay invoices; sign up for email newsletters; engage with our Services, seek customer support, or answer pop-up polls.

Personal Information you may submit through the Site includes your name, email address, company affiliation, job title, postal address, phone number, fax number, username, password, employment-related details, information related to services we provide you (e.g., financial information via the Client Portal) and any other Personal Information you choose to disclose. In some cases, you may choose not to provide Personal Information, but this may prevent you from being able to use certain features of the Services.

Information collected automatically through online technologies

We may also automatically collect certain information about you when you access or use the Site (“Usage Information”). Usage Information may include IP address, device identifier, browser type, operating system, information about your use of the Site (e.g., pages and content viewed), referring/exit pages, and data regarding network-connected hardware (e.g., computer or mobile device).

The methods that may be used to collect Usage Information include:

Log Information: Log information is data about your use of the Site, such as IP address, browser type, internet service provider, referring/exit pages, operating system, date/time stamps, and related data, and may be stored in log files.

Information Collected by Tracking Technologies: Cookies, web beacons, embedded scripts (also known as “tracking pixels”), location-identifying technologies, device recognition technologies, and other tracking technologies (“Tracking Technologies”) may be used to collect information about your interactions with the Site. Brief descriptions of common Tracking Technologies are provided below.

Cookies

A cookie is a small text file that is stored on a user’s device. There are two basic categories of cookies, first-party and third-party. They are both served to visitors to our Site. First-party cookies are directly served by us, while third-party cookies are served on behalf of us by our vendors. More specifically, we use cookies for the following purposes:

Necessary Cookies. These cookies are necessary for the Site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the Site will not work without the cookies enabled.
Performance Cookies. These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our Site. They help us to know which pages are the most and least popular and see how visitors move around the Site.
Preferences Cookies. These cookies enable the Site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, then some or all of the functionality of the Site may not function properly.
Targeting Cookies. These cookies may be set on our Site by our advertising partners. They may be used by these vendors to build a profile of your interests and show you relevant advertisements on other sites as you browse the web. If you do not allow these cookies, you will experience less online advertising targeted to you, although you will still see generic or contextual online advertising.

Web Beacons

Web beacons are small graphic images, also known as “Internet tags” or “clear gifs,” embedded in web pages. Web beacons may be used, for example, to count the number of visitors to the Site, to monitor how users navigate the Site, and to count content views.

Embedded Scripts

An embedded script is a small piece of code designed to collect information about your interactions with the Site. The code is loaded dynamically from our web server, or from a third party with which we work, and is active only while you are on the Site.

Information collected from third party sources

We also may obtain information about you from other sources, including third-party services. Such collection may occur on certain parts of the Site that are powered and facilitated by third parties. We will treat such data in accordance with this Privacy Policy. We are not responsible or liable for the accuracy of the information provided by third parties or for third-party policies or practices.

In connection with providing the Services, we enter into contracts with our clients that describe the scope of services for which information is collected and used. We may obtain your Personal Information in the course of providing professional services to our clients. A client that provides us with third-party Personal Information is responsible for obtaining from such third parties the consents that may be required by law or regulation to allow such production. Individuals who engage us may need to provide their Personal Information for us to perform the services requested.

Use of Personal Information

We and or our service providers use your Personal Information for various purposes depending on the types of information we have collected from and about you, to:

Respond to your requests for information and provide you with more effective and efficient service
In accordance with applicable law, contact you by email, postal mail, or phone regarding our and partner products, services, surveys, research studies, promotions, special events, and other subjects that we think may be of interest to you
Customize the content you see on the Services
Help us better understand your interests and needs and improve the Services, including through research and reports, and test and create new products, features, and services
Secure our Services and resolve technical issues being reported
Comply with any procedures, laws, and regulations that apply to us where it is necessary for our legitimate interests or the legitimate interests of others
Establish, exercise, or defend our legal rights where it is necessary for our legitimate interests or the legitimate interests of others

Combined Information. For the purposes discussed in this Privacy Policy, we may combine the information that we collect through the Services with information that we receive from other sources, both online and offline, and use such combined information in accordance with this Privacy Policy.

Aggregated/De-Identified. We may aggregate and/or de-identify information collected through the Services so that such information does not identify you as the source of the information. We may use such information to improve the Services, for research and marketing purposes, and may also disclose such data to third parties, including advertisers, promotional partners, customers, and sponsors.

Legal Bases for Processing Information

Certain jurisdictions require us to inform you of the legal bases on which we process Personal Information. To the extent required under applicable law, our legal basis for processing Personal Information are the following: (i) you have expressly consented to a particular processing activity; (ii) such processing is necessary for the performance of a contract where we have been engaged to provide services; (iii) to meet legal, regulatory or professional standards obligations; (iv) to protect your vital interests or (v) the processing is necessary to perform activities in furtherance of our lawful and legitimate interests. Examples of such lawful and legitimate interests for use of data in our possession or control include conducting internal administrative activities, marketing our Services and analyzing our marketing efforts, and enhancing and personalizing a visitor’s experience on our Site.

Statistical Data

To monitor utilization of the Site and continuously improve its quality, we may compile statistical information concerning the usage of the Site using analytics services, such as those provide by Google Analytics. Examples of this information would include: the number of visitors to the Site, or to sections or pages within the Site, patterns of traffic flowing through the Site, length of time spent on a page, visual heat maps, and captured screen records of user sessions.
The analytics services may transfer this information to third parties in case of a legal obligation or if a third party processes data on behalf of that service. To compile this information, we may collect and store:

Your IP address
Your operating system and platform
Your browser type and version
Time zone setting
Browser plug-in types and versions
The pages you visit within the Site
Data provider
The length of time you spend on pages within the Site
The site from which you linked to ours
Search terms you used in search engines which resulted in you linking to the Site, etc.

While all of this information can be associated with the IP address your computer had while you visited the Site, it will not be associated with you as an individual, or associated with any other information you may submit through the Site, or that we may store about you for any other purposes. We may use this information to generate aggregate statistics about visitors to our Site. Please check your web browser if you want to learn what information your browser sends or how to change your settings.

Do Not Track.

“Do Not Track” is a privacy preference that you can set in your Internet search browser that sends a signal to a website that you do not want the website operator to track certain browsing information about you. If you have enabled a legally recognized browser-based opt out preference signal on your browser, CRI will recognize this preference according to and the extent required by applicable law.

Disclosure of Personal Information

We will disclose your information in the following ways:

Affiliates and Subsidiaries. We may disclose the information we collect among our affiliates and/or subsidiaries, including CRI CPA, CRI Advisors, Capin Crouse CPA, CRI Capin Crouse Advisors, LLC, to deliver our Services to you, ensure a consistent level of service, and enhance our Services and your customer experience.

Service Providers. We provide access to or disclose your information to select third parties who perform services on our behalf. They have access to perform these services but are prohibited from using your information for other purposes. They provide various services to us, including billing, sales, marketing, product content and features, advertising, analytics, research, customer service, data storage, security, fraud prevention, professional advisors, benefit providers and insurers, payment processing, and legal services.

Protection of Us and Others. By using the Services, you acknowledge and agree that we may access, retain and disclose the information we collect and maintain about you if required to do so by law or in a good faith belief that such access, retention or disclosure is reasonably necessary to: (a) comply with legal process (e.g. a subpoena or court order); (b) enforce our legal terms, this Privacy Policy, or other contracts with you, including investigation of potential violations thereof; (c) respond to claims that any content violates the rights of third parties; (d) respond to your requests for customer service; and/or (e) protect the rights, property or personal safety of us, our agents and affiliates, our users and/or the public.

Business Transfers. As we continue to develop our business, we may buy, merge, or partner with other companies. Personal Information may be among the transferred assets in such transactions (including in contemplation of such transactions). If a portion or all of our assets are sold or transferred to a third party, Personal Information would likely be one of the transferred business assets. If such transfer is subject to additional mandatory restrictions under applicable laws, we will comply with such restrictions.

Consent. We may also disclose your information to a third party when you affirmatively consent to such disclosure.

Aggregated and Anonymized Data. We may share aggregate data developed from Personal Information with third parties for research, education or marketing purposes. Such aggregate data will not include any information that can be used to identify any particular individual.

Third Party Links and Third Party Integrations

The Site may contain links to other websites maintained by third parties over whom we have no control. When you click on one of those links, you are accessing a website that is not owned, operated, or controlled by us, and your visits to those websites are not covered by this Privacy Policy. The operator of such website may have its own privacy policy (which we encourage you to read carefully), and that policy will govern the collection and use of your data on that website. We do not share your Personal Information with these parties.

We may also provide links to third-party integrations. Third-party integrations are websites or platforms that synchronize with our Site to provide you with additional functionality, chatbots, tools, or services such as accepting job applications, or sending newsletters.

You agree we are not responsible for the availability of third-party sites, resources, or integrations and do not endorse and are not responsible or liable for any content, advertising, goods, services or other materials on, available through, or provided by such sites, resources, or integrations. We are not responsible for the privacy or other practices of such sites and cannot guarantee the security of personal information that you provide, or is collected by, such sites. We encourage you to review the privacy policies and terms and conditions on those linked sites and third-party integrations.

Embedded Content and Social Media Plugins

The Site may contain embedded content (e.g., videos). Embedded content may place third-party cookies on your device that track your online activity to enhance your experience or assess the success of their application. We have no direct control over the information these cookies collect, and you should refer to their website privacy policy for addition information.
The Site uses social media plugins (e.g., Facebook) to enable you to easily share information with others. When you visit our Site, the operator of the social plugin can place a cookie on your computer, enabling that operator to recognize individuals who have previously visited our Site. If you are logged into the social media website (e.g., Facebook) while browsing our Site, the social plugins allow that social media website to share data about your activities on our Site with other users of their social media website. For example, Facebook Social Plugins allow Facebook to show your Likes and comments on our pages to your Facebook friends. Facebook Social Plugins also allow you to see your friends’ Facebook activity on our website. We do not control any of the content from the social media plugins. For more information about social plugins from other media websites, you should refer to those sites’ privacy and data/information sharing statements/policies.

Your Rights

Depending on your location, you may have certain rights with respect to your Personal Information as described below.

Your Legal Rights

Your local laws (e.g., U.S. states with privacy laws containing rights such as in California, Connecticut, Delaware, Minnesota, Montana, Oregon, Tennessee, Texas, and Virginia) may permit you to request that we:

provide access to and/or a copy of certain Personal Information we hold about you
provide you with information about categories of Personal Information we collect or disclose about you; the categories of sources of such information; the business or commercial purpose for collecting your Personal Information; and the categories of third parties to which we disclose your Personal Information. For your convenience and so you don’t have to request it, we’ve included that information in this Privacy Policy.
update Personal Information which is out of date or incorrect
delete certain Personal Information which we are holding about you
restrict the way that we process and disclose certain of your Personal Information
transfer your Personal Information to a third-party provider of services
revoke your consent for the processing of your Personal Information where our processing of such information was based on your consent

To exercise these rights, please email us at privacy@criadv.com or contact us by postal mail sent to:

CRI Advisors, LLC
Attention: Chief Legal Officer/Privacy Rights Inquiry
100 N. Main St.
Enterprise, AL 36330

If you request to exercise these rights, we will need to verify your identity and may need to verify your relationship with us for security and to prevent fraud. We may take additional steps to verify that you are authorized to make the request. We will not discriminate against you for exercising these rights.

Please note, however, that certain information may be exempt from such requests in some circumstances, including if we need to keep processing your information for our legitimate interests or to comply with a legal obligation. Depending on applicable law, you may have the right to appeal our decision to deny your request (e.g., if you are a resident of Virginia, Minnesota, Montana, Oregon, Tennessee, Texas, Colorado, or Connecticut). If we deny your request, we will provide you with information on how to appeal the decision, if applicable, in our communications with you.

Opting out of Online Tracking and Advertising

As explained above, we may use third-party advertising providers to collect information about your device and online browsing activities for targeted advertising and related purposes so that we can provide you with more relevant and tailored ads regarding our Services. The disclosure of your information to these third parties to assist us in providing these services may be considered a “sale” of Personal Information under applicable law or the processing/sharing of Personal Information for targeted advertising purposes.
If you would like to opt out of our online disclosure such as through cookie and pixel technology of your Personal Information for purposes that could be considered “sales” for those third parties’ own commercial purposes, or “sharing” for purposes of targeted advertising, please:

Use the cookie management tools located on our Site.
See your browser’s settings for information about blocking or disabling cookies.
Opt out of Google Analytics by visiting this page or downloading the Google Analytics Opt-out Browser Add-on.
Opt out of the use of cookies from Adobe Analytics by going to adobe.com/privacy/opt-out.html.
If you are interested in information about tailored browser advertising and how you can generally control cookies from being put on your computer to deliver tailored advertising, you may visit the Network Advertising Initiative’s Consumer Opt-Out link, the Digital Advertising Alliance’s Consumer Opt-Out link, or Your Online Choices to opt-out of receiving tailored advertising from companies that participate in those programs.

Unsubscribe from marketing

You may instruct us not to use your contact information to contact you by email, postal mail, or phone regarding products, services, promotions and special events that might appeal to your interests by using the Contact us information below. In commercial email messages, you can also opt-out by following the instructions located at the bottom of such emails. Please note that, regardless of your request, we may still use and disclose certain information as permitted by this Privacy Policy or as required by applicable law. For example, you may not opt out of certain operational emails, such as those reflecting our relationship or transactions with you.

In some of our newsletters and other email communications, we may monitor recipient actions such as email open rates through embedded links within the messages. We and our marketing partners collect this information to gauge interest and to enhance future visitor experiences.
If you do not wish us to confirm whether you have opened, clicked on, or forwarded our email communications, you will need to unsubscribe, as it is not possible for us to send these emails without tracking enabled. Registered subscribers can update their communication preferences at any time by following the instructions in the individual email communications you receive from us.

Data Security

CRI will take reasonable precautions to protect Personal Information from loss, misuse and unauthorized access, disclosure, alteration, and destruction. However, these measures, standing alone, are not sufficient to ensure the security of your Personal Information. It is also important for you to guard against unauthorized access to your passwords and the unauthorized use of your computer.

Children’s Privacy

We understand the importance of protecting children’s privacy. For that reason, we do not collect and maintain information from those we actually know are under 13 years of age, and no part of the Site is structured to attract anyone under 13 years of age.

Effective Date and Changes to Privacy Policy

This Privacy Policy was effective on November 20, 2025.

We reserve the right, at any time and without notice, to add to, change, update, or modify this Privacy Policy simply by posting such change, update, or modification on this Site. Any such change, update, or modification will be effective immediately upon posting on the Site. The date in this section will be updated whenever this Privacy Policy is changed. You agree that we may notify you about material changes in the way we treat Personal Information by placing a notice on the Site.

Contact Us

If you have any questions or concerns about this privacy policy or our data practices, please contact us at:

CRI Advisors, LLC

Email: privacy@criadv.com

California Resident Addendum to Privacy Policy

This California Resident Addendum to the Privacy Policy (“CA Addendum”) applies to CRI CPA, CRI Advisors, Capin Crouse CPA, CRI Capin Crouse Advisors, LLC, and their respective affiliates (as defined in the Privacy Policy) and supplements and amends the information contained in our Privacy Policy with respect to California residents. This CA Addendum applies solely to individuals, visitors, users, and others who are natural persons and residents of the State of California (“consumers” or “you”).

The CCPA requires us to provide you with the following additional information about: (1) the purpose for which we use each category of “Personal Information” (as defined in the CCPA) we collect; and (2) the categories of third parties to which we (a) disclose such Personal Information for a business purpose, (b) “share” Personal Information for “cross-context behavioral advertising,” and/or (c) “sell” such Personal Information. Under the CCPA, “sharing” is defined as the targeting of advertising to a consumer based on that consumer’s Personal Information obtained from the consumer’s activity across websites, and “selling” is defined as the disclosure of Personal Information to third parties in exchange for monetary or other valuable consideration. Our use of third-party online advertising services, which are described in detail in our Privacy Policy, may result in the disclosure of online identifiers (e.g., Tracking Technologies data, IP addresses, device identifiers, and usage information) in a way that may be considered a “sale” or “sharing” under the CCPA.

The following chart details these activities:

Category	Examples of PI collected	Sources of PI	Purposes for PI collection	Categories of recipients
Identifiers	Name, occupation, postal address, email address, telephone number, mobile number, business contact information	Consumer, industry or other associations	Providing services	Our affiliates, service providers, operating systems and platforms, analytics and advertising vendors
Customer Records	Name, address, telephone number, email address, payment card details	Consumer	Performing Services	Our affiliates, service providers, operating systems and platforms
Internet Usage Information	Internet protocol address, internet network activity, information regarding interactions with our website or advertisements	Consumer	Short-term transient use (e.g., contextual advertising), providing services	Our affiliates, service providers, operating systems and platforms, analytics and advertising vendors
Geolocation Data	General location	Consumer, internet service providers	Short-term transient use (e.g., contextual advertising), providing services	Our affiliates, service providers, operating systems and platforms, analytics and advertising vendors
Professional or Employment Information	Professional, educational or employment-related information	Consumer, industry or other associations	Providing services	Our affiliates, service providers, operating systems and platforms

We retain Personal Information for as long as necessary to fulfill the purposes described or as required by law, regulation, or professional obligations.

California Privacy Rights

Under the CCPA, California Consumers have certain rights which they may exercise independently or through an authorized agent. CCPA rights requests are subject to an identification and verification process. We will not fulfill a CCPA request unless we have been provided sufficient information for us to reasonably verify that the requestor is the Consumer about whom we collected PI. Please see the “Your rights and choices” section of our Privacy Policy regarding your rights.

“Do not sell or share” rights

We do not sell Personal Information in exchange for monetary consideration. However, as described in the “Online analytics and advertising” section of our Privacy Policy, we use certain analytics and online advertising vendors to engage in tracking usage of the Website and displaying online advertising to you that the CCPA considers to be a “sale” or “sharing” of data. The categories of Personal Information that may be used for these purposes are Identifiers, Internet Usage Information, and Geolocation. To opt out of these activities:

Use the cookie management tool on our website.
See your browser’s settings for information about blocking or disabling cookies.
Opt out of Google Analytics by visiting this page or downloading the Google Analytics Opt-out Browser Add-on.
Opt out of the use of cookies from Adobe Analytics by going to adobe.com/privacy/opt-out.html.
If you are interested in information about tailored browser advertising and how you can generally control cookies from being put on your computer to deliver tailored advertising, you may visit the Network Advertising Initiative’s Consumer Opt-Out link, the Digital Advertising Alliance’s Consumer Opt-Out link, or Your Online Choices to opt-out of receiving tailored advertising from companies that participate in those programs.

Sensitive Personal Information. Please note that we do not collect or process “sensitive personal information” as defined by the CCPA for purposes that are subject to the “Right to Limit” under the CCPA.

Nondiscrimination and Financial Incentive Programs. We will not discriminate against you in a manner prohibited by the CCPA because you exercise your CCPA rights. However, we may charge a different price or rate or offer a different level or quality of goods or services, to the extent that doing so is reasonably related to the value of the applicable data. In addition, we may offer you financial incentives for the collection, sale, retention, and use of your Personal Information as permitted by the CCPA; such offers may result in reasonably different prices, rates, or quality levels. The material aspects of any financial incentive will be explained and described in its program terms.

California “Shine the Light” Disclosure. The California “Shine the Light” law gives residents of California the right under certain circumstances to opt out of the disclosure of certain categories of personal information (as defined in the Shine the Light law) with third parties for their direct marketing purposes, or in the alternative, that we provide a cost-free means for consumers to opt out of any such disclosure. We do not currently disclose your personal information to third parties for their own direct marketing purposes.

Professional Services. Information collected and processed in connection with professional accounting, tax, or advisory services is handled in accordance with applicable professional standards, engagement terms, and legal obligations, and may not be subject to deletion or access requests under the CCPA.

Contact Us

For more information regarding your California privacy rights, you may contact us at 888.359.9993 or privacy@criadv.com. You may also write to us at:

CRI Advisors, LLC
Attention: Chief Legal Officer/Privacy Rights Inquiry
100 N. Main St.
Enterprise, AL 36330