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Privacy Policy

Effective date: August 6, 2026

CM4 Advisory LLC (“CM4 Advisory,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit an inquiry, schedule a consultation, subscribe to communications, or otherwise interact with us.

By using this website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide, including:

  • Your name

  • Business or organization name

  • Email address

  • Telephone number

  • Job title

  • Industry

  • Service of interest

  • Information about your business, goals, or operational challenges

  • Communications you send to us

  • Consultation or appointment information

  • Newsletter or marketing preferences

  • Any other information you voluntarily submit

Please do not submit Social Security numbers, financial-account information, passwords, health information, legal records, confidential client information, trade secrets, or other sensitive information through the website’s general inquiry form.

Submitting an inquiry does not create a consultant-client relationship. A formal relationship is established only through a written agreement signed by CM4 Advisory and the client.

2. Information Collected Automatically

When you visit our website, we and our service providers may automatically collect certain technical information, including:

  • Internet Protocol address

  • Browser and device type

  • Operating system

  • Referring website

  • Pages viewed

  • Links clicked

  • Dates and times of visits

  • General geographic location

  • Cookie identifiers

  • Website usage and performance information

This information may be collected through cookies, pixels, analytics services, server logs, and similar technologies.

3. How We Use Information

We may use the information we collect to:

  • Respond to inquiries and requests

  • Schedule and conduct consultations

  • Evaluate whether our services may be appropriate for your business

  • Prepare proposals or communicate about potential engagements

  • Provide and improve our consulting services

  • Operate, maintain, secure, and improve the website

  • Understand how visitors use the website

  • Maintain business records

  • Detect fraud, misuse, or security threats

  • Comply with applicable laws and legal obligations

  • Protect our rights, property, clients, and users

  • Send business insights or marketing communications when you have requested them or when otherwise permitted by law

We do not use information submitted through the website to make fully automated decisions that produce legal or similarly significant effects.

4. Cookies and Analytics

Our website may use cookies and similar technologies to operate essential website functions, remember visitor preferences, understand website performance, and measure visitor activity.

Because this website is hosted through Wix, Wix and its affiliated service providers may place cookies or collect technical information necessary to provide hosting, security, analytics, and website functionality.

We may also use services such as [Google Analytics, Wix Analytics, Meta Pixel, or list the services actually enabled]. These providers may collect information according to their own privacy policies.

Where required, visitors may use the website’s cookie banner or settings tool to accept or reject nonessential cookies. You may also adjust your browser settings to block or delete cookies. Disabling cookies may affect certain website functions.

5. How We Disclose Information

We may disclose information to vendors and service providers that help us operate our business, including providers of:

  • Website hosting and development

  • Email and business communications

  • Customer relationship management

  • Appointment scheduling

  • Data storage and document management

  • Website analytics

  • Cybersecurity and fraud prevention

  • Professional, accounting, insurance, or legal services

  • Payment processing, if payments are accepted through the website

These providers may process information only as necessary to perform services for us or as otherwise permitted by their agreements and applicable law.

We may also disclose information:

  • With your consent or at your direction

  • To comply with a law, subpoena, court order, or governmental request

  • To investigate fraud, misuse, security threats, or unlawful activity

  • To protect the rights, safety, or property of CM4 Advisory or others

  • In connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction

CM4 Advisory does not sell personal information for money. We also do not knowingly sell sensitive personal data or biometric data.

If our practices change, we will update this Privacy Policy and provide any notices or choices required by applicable law.

6. Artificial Intelligence Tools

CM4 Advisory may use artificial intelligence-assisted tools for limited internal purposes, such as organizing inquiries, drafting routine communications, summarizing non-sensitive information, or improving administrative efficiency.

We do not intentionally submit sensitive personal information or confidential client information to publicly available AI tools without appropriate authorization and safeguards.

AI-generated material is subject to human review when appropriate. Visitors should not submit confidential, legally privileged, financial, health-related, or other sensitive information through the website unless CM4 Advisory has provided an approved method for doing so.

7. Marketing Communications

If you choose to receive business insights or marketing communications, we may use your contact information to send those communications.

You may unsubscribe at any time by using the unsubscribe link included in an email or by contacting us at chris.mejia@cm4advisory.com.

Unsubscribing from marketing communications will not prevent us from sending nonmarketing communications related to an inquiry, consultation, engagement, transaction, or legal obligation.

8. Data Retention

We retain personal information only for as long as reasonably necessary to:

  • Respond to inquiries

  • Evaluate or provide requested services

  • Maintain appropriate business records

  • Resolve disputes

  • Enforce agreements

  • Meet legal, accounting, insurance, or regulatory obligations

  • Protect against fraud or security threats

Retention periods may vary depending on the nature of the information and the purpose for which it was collected. When information is no longer reasonably necessary, we may delete, anonymize, or securely dispose of it.

9. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.

No website, transmission method, or storage system can be guaranteed to be completely secure. You should therefore avoid submitting sensitive or confidential information through an unsecured form or email.

If an engagement requires access to confidential business information, CM4 Advisory will provide instructions for an appropriate method of sharing that information.

10. Your Privacy Choices and Rights

Depending on where you reside and applicable law, you may have the right to request that we:

  • Confirm whether we process your personal information

  • Provide access to certain personal information

  • Correct inaccurate personal information

  • Delete certain personal information

  • Provide a portable copy of certain information

  • Limit or object to certain uses of information

  • Honor applicable opt-out rights

  • Review an appeal relating to a denied privacy request

You may submit a privacy request by emailing chris.mejia@cm4advisory.com with the subject line “Privacy Request.”

We may need to verify your identity before completing a request. Certain information may be retained when permitted or required by law, including information necessary to complete a transaction, maintain records, protect legal rights, prevent fraud, or comply with legal obligations.

We will not unlawfully discriminate against you for exercising an applicable privacy right.

11. Third-Party Websites and Services

The website may contain links to third-party websites, scheduling services, social-media platforms, payment providers, or other online services.

CM4 Advisory does not control the privacy or security practices of those third parties. Your interaction with a third-party service is governed by that provider’s privacy policy and terms.

12. Children’s Privacy

This website and CM4 Advisory’s services are intended for businesses and adults. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has submitted personal information through the website, please contact us so we can review and, when appropriate, delete the information.

13. Business and Professional Information

Information submitted by a person acting on behalf of a business may be treated differently from personal or household information under certain privacy laws. Nevertheless, CM4 Advisory will handle business contact information responsibly and use it for legitimate business purposes.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our website, services, technology, business practices, or legal obligations.

The updated version will be posted on this page with a revised effective date. Material changes may also be communicated through an additional notice when appropriate.

15. Contact Us

Questions, privacy requests, or concerns regarding this Privacy Policy may be directed to:

CM4 Advisory LLC
San Antonio, Texas
Email: chris.mejia@cm4advisory.com
Website: www.cm4advisory.com

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