Falcon Financial - 2024 Disclosure Documents

2024 ADV Part 2A and 2B

Regulations require us to annually provide you with a summary of material changes we made to our disclosure brochure, our Form ADV Part 2A, with an offer to provide the full brochure. Our disclosure brochure provides important information about Firm Name. A copy was previously provided to you. Over the past year, we made various material changes to the brochure. A summary of these changes is below:

  • Item 5 - We have updated our Portfolio Management Service Fee schedule 

If you wish to receive a complete copy of our most current Form ADV Part 2A, please send a written request to our address: Falcon Financial, 200 Statesville Blvd #1001, Salisbury, NC 28144. 

The attached ADV Part 2A is below in PDF version along with Part 2B for S. Michael Gegorek and Russ Adams. 

Falcon Financial ADV Part 2A

2024 ADV Part 2A - PDF

S. Michael Gegorek Part 2B

PDF - S. Michael Gegorek 2B

Russ Adams Part 2B

PDF - Russ Adams 2B

2024 Privacy Notice

Below you will find our Privacy Notice. We are providing this notice to describe our policies for collecting and keeping private your nonpublic personal information. We will provide our Privacy Notice to you annually and anytime there is a change in our policy.

Falcon Financial Privacy Notice