How we handle your information.

Last updated: September 3, 2026

Who we are

Nofal Capital is the parent brand over three primary businesses. This Privacy Policy applies to information collected through the Nofal Capital website and the services of each operating business.

Nofal Insurance and Wealth is the shared marketing name of two separate legal entities: Nofal Financial Group LLC, an investment adviser registered with the State of Tennessee, CRD number 340662, and Nofal Insurance Services LLC, the insurance agency.

Nofal Business Support provides operational, financial, and strategic support to founder-led businesses and operators.

Nofal Private Investments makes long-term, operator-led investments in businesses we intend to own and steward.

Each entity is responsible for the obligations that apply to its own services. The sections below are organized so you can tell which parts apply to you.

Firmwide baseline

The following practices apply to Nofal Capital and all of its operating companies, unless a specific entity-specific section below says otherwise.

Information we collect

We collect information in several ways:

• Information you give us through the website. When you use our contact or inquiry forms, we collect your name, email address, phone number, and the content of your message, along with any area of interest or business you select.
• Information you give us through quoting tools and client portals. Some of our businesses use secure tools to gather information needed to provide quotes or services. The specific information collected depends on the service and is described in the entity-specific sections below.
• Information collected automatically. When you visit our site, we may collect your IP address, browser and device type, operating system, referring website, pages visited, and the dates and times of your visits. We use this information to maintain and improve the site and to understand how visitors use it.

How we use information

We use the information we collect to:

• Respond to your inquiries and communicate with you;
• Provide the service, quote, or relationship you requested;
• Maintain books, records, and client files as required by law or our professional obligations;
• Meet legal, regulatory, and compliance obligations; and
• Send service-related communications and, where you have opted in, updates and educational information.

We do not sell personal information

We do not sell personal information to anyone, for any reason.

How we safeguard information

We maintain physical, electronic, and procedural safeguards designed to protect the information we collect and store. Access is limited to personnel who need it to perform their job responsibilities. We use encryption, secure hosting, and access controls where appropriate, and we require our service providers to protect information they process on our behalf. No method of transmission or storage is completely secure, but we take reasonable steps to reduce risk.

Cookies and analytics

We do not use third-party advertising or tracking cookies on this site. Any cookies or local storage items that may be set are used only for essential site operation, such as maintaining a secure session if you use a protected client area, or for supporting the basic functionality of the website. We do not sell browsing data or use it for advertising purposes.

Your choices

You may request access to or correction of the personal information we maintain about you by contacting us using the information below. You may also opt out of marketing communications at any time by following the unsubscribe link in an email or by replying STOP to a text message. Even if you opt out of marketing messages, we may still send service-related communications necessary to maintain your coverage or account.

Entity-specific practices

The sections below describe practices that differ by entity or that are governed by specific legal obligations. If you interact with more than one of our businesses, the relevant sections all apply to you.

Nofal Financial Group LLC — advisory clients

Nofal Financial Group LLC is a registered investment adviser. The privacy notice obligations under the Gramm-Leach-Bliley Act attach to Nofal Financial Group as an investment adviser, not to Nofal Capital or the other operating companies generally.

In the course of providing investment advisory, financial planning, and wealth management services, Nofal Financial Group collects nonpublic personal information from its advisory clients. This may include:

• Financial account information, including account numbers, balances, and transaction history;
• Income, assets, liabilities, net worth, and cash flow information;
• Investment goals, risk tolerance, time horizon, and related planning preferences;
• Tax, estate, and trust planning documents; and
• Other information needed to deliver advisory services or meet legal and regulatory obligations.

Nofal Financial Group does not disclose nonpublic personal information about advisory clients to unaffiliated third parties, except as permitted or required by law, or as needed to service client accounts with providers bound by appropriate confidentiality and security obligations.

The following service providers support wealth-side services:

• Altruist — custody and trading services;
• RightCapital — financial planning software;
• PreciseFP — secure data gathering;
• Hazel — tax analysis;
• WealthBox — client records and relationship management;
• Trust and Will and Shariawiz — estate document preparation.

Nofal Insurance Services LLC — insurance clients

Nofal Insurance Services LLC is the insurance agency. It collects information needed to obtain quotes, place, service, and renew insurance coverage.

Information collected through the insurance quoting tool may include:

• Name, address, date of birth, and contact information;
• Driver's license information;
• Vehicle and property details;
• Prior coverage and claims history; and
• Other information needed to underwrite, place, or service coverage.

We share this information with insurance carriers as needed to obtain quotes, underwrite coverage, place policies, handle claims, and service your account. We also use agency management systems and client portal services to maintain records and communicate with you.

The following provider supports insurance-side services:

• EZLynx — agency management and the client center portal.

In addition, Nofal Insurance Services works with various insurance carriers to obtain quotes and place coverage. Information is shared with a carrier only to the extent necessary to provide the product you requested.

SMS and text messaging

Text messages are sent only to people who have opted in and provided consent. Consent to receive text messages is not a condition of purchasing any product or service. Message and data rates may apply. Message frequency varies. You can reply HELP for help, and you can reply STOP at any time to opt out. Messages are sent from 629-284-1076, which is the number to reply to.

Mobile opt-in data and consent are not shared with or sold to third parties or affiliates for their own marketing purposes.

Nofal Business Support and Nofal Private Investments

These businesses collect business and contact information through the site when you submit an inquiry, request information, or express interest in working together. This may include your name, email address, phone number, company or organization, and the details of your message.

We use this information to respond to your inquiry, evaluate whether we can be helpful, communicate with you about potential opportunities, and maintain records of our business relationships. We do not share this information with unaffiliated third parties except as needed to respond to your request or as required by law.

Changes to this policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised last-updated date. We encourage you to review this page periodically. Material changes will be reflected in the date and, where appropriate, in the description above.

Contact us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

For additional regulatory information about Nofal Financial Group LLC, including its Form ADV, visit SEC Investment Adviser Public Disclosure.