Disclosures
The documents that govern the EarlyBird advisory service. These are the same documents you review and sign when you open an account. Open any of them below.
- Investment advisory agreementThe agreement between you and EarlyBird Advisors, LLCView PDF →
- Form ADV Part 2A: firm brochureServices, fees, conflicts, disciplinary historyView PDF →
- Form ADV Part 2B: brochure supplementBackgrounds of advisory personnelView PDF →
- Form CRS: Client Relationship SummaryPlain-English 2-page overviewProvided before account opens
- Privacy notice (Reg S-P)How we use and protect your informationView PDF →
These documents describe EarlyBird Advisors LLC and the EarlyBird advisory service. EarlyBird Advisors LLC is an SEC-registered investment adviser; registration does not imply a particular skill level. None of these documents has been approved or verified by the SEC or any state securities authority.