--- title: Disclosures & Terms of Use description: Somerset Advisory Disclosures & Terms of Use --- [Skip to content](https://events.somersetadvisory.com/disclosures-terms-of-use#main-content) ![SA\_Primary - Minimal - Horizontal - Ebony (1)-1](https://events.somersetadvisory.com/hs-fs/hubfs/SA_Primary%20-%20Minimal%20-%20Horizontal%20-%20Ebony%20(1)-1.png?width=2000&height=166&name=SA_Primary%20-%20Minimal%20-%20Horizontal%20-%20Ebony%20(1)-1.png "SA_Primary - Minimal - Horizontal - Ebony (1)-1") #### Disclosures, Terms of Use & Important Information This page applies to content published or disseminated by Somerset Advisory, LLC (“Somerset,” “we,” “us,” or “our”) through its website and other digital or media channels, including social media, articles, podcasts, interviews, and similar communications. These disclosures supplement, and do not replace, disclosures that may be required with particular advertisements, testimonials, endorsements, ratings, or performance presentations. ##### Acceptance of Terms By accessing or using Somerset’s website, you agree to the disclosures and terms of use on this page (together, these “Terms”). Somerset may update these Terms from time to time. Updated Terms are effective when posted, and your continued use of the website after they are posted means you accept them. These Terms were last updated on November 1, 2026. ##### General Information; No Personalized Advice Information provided through Somerset’s website and digital or media communications is for general informational and educational purposes only. It is not intended to provide, and should not be construed as, personalized investment, legal, accounting, or tax advice. Nothing presented through these channels is intended as a recommendation or solicitation to buy or sell any security or to adopt any particular investment strategy. Investment advice is provided only within the scope of an advisory relationship and based on the applicable client’s circumstances. ##### Investment Risk and Forward-Looking Information Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any market commentary, forecasts, projections, or other forward-looking statements reflect views or expectations as of the date made, may change without notice, and are not guarantees of future results. ##### Experience Referenced on Our Platforms References to years of experience, tenure, or professional track record may include the experience of Somerset’s individual investment adviser representatives and team members, including experience obtained while associated with other investment advisers. Such references should not be understood as representing Somerset’s own operating or registration history unless expressly stated. ##### Social Media, Podcasts, Interviews and Other Digital Content Content published or shared by Somerset or its representatives through social media, podcasts, interviews, articles, or other media is subject to the general disclosures above. Opinions expressed reflect the speaker’s or author’s views as of the date expressed and may change. Third-party comments, reactions, shares, or other interactions reflect the views of the persons posting them and do not necessarily reflect the views of Somerset. Guests, interviewees, and other participants who are not affiliated with Somerset express their own views, which do not necessarily reflect the views of Somerset. Any compensation paid to or received from a guest, host, or media outlet in connection with an appearance will be disclosed as required by applicable law. Do not submit trade instructions, account changes, money-movement requests, or other time-sensitive account instructions through social media, comments, direct messages, podcasts, or other public digital channels. Please contact Somerset through an approved communication method for account-related requests. Communications with Somerset, including emails, text messages, and social media messages, may be monitored and are retained in accordance with applicable recordkeeping requirements. ##### Text Messaging If you provide your mobile number and agree to receive text messages, you may receive text messages from Somerset Advisory, LLC, such as appointment reminders, scheduling and service notices, and responses to your questions. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or reply HELP for help. You may also contact us at (888) 501-2607 or hello@somersetadvisory.com. Consent to receive text messages is not a condition of receiving advisory services. We do not sell or share your mobile number or text messaging consent with third parties for their marketing purposes. Mobile carriers are not liable for delayed or undelivered messages. Do not send trade instructions, account changes, money-movement requests, or other time-sensitive account instructions by text message. Text messages with Somerset are retained in accordance with applicable recordkeeping requirements. ##### Testimonials, Endorsements and Third-Party Ratings Somerset may, where permitted by applicable law, use testimonials, endorsements, or third-party ratings in its marketing. Any such use is subject to applicable regulatory requirements and disclosures. Testimonials, endorsements, ratings, reviews, or statements about another person’s experience should not be viewed as a guarantee that any current or prospective client will experience the same or similar results. ##### Third-Party Content and Links Somerset may provide links to, reference, or share content from third-party websites, publications, platforms, or other resources for convenience or informational purposes. Unless expressly stated otherwise, such references do not imply endorsement, sponsorship, approval, or affiliation. Somerset does not control third-party websites and is not responsible for their content, availability, security, or privacy practices. Third-party opinions and information are those of their respective authors or providers. ##### Performance Information Any performance information disseminated by Somerset is subject to the disclosures accompanying that presentation and applicable regulatory requirements. Performance results should be considered in light of the assumptions, fees, expenses, risks, limitations, and other information provided with the presentation. Past performance is not indicative of future results. If hypothetical, back-tested, simulated, model, extracted, or predecessor performance is presented, additional disclosures and information may apply and should be reviewed together with the performance presentation. ##### Registration and Availability of Advisory Services Somerset Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a particular level of skill or training. Somerset provides investment advisory services only in jurisdictions where it is appropriately registered, notice filed, or otherwise permitted to provide such services. ##### Website Use and Intellectual Property The Somerset website and its original content, including text, graphics, logos, and other materials, are owned by or licensed to Somerset and may be protected by copyright, trademark, and other intellectual-property laws. You may use the website for lawful, personal, and noncommercial purposes. You may not reproduce, distribute, modify, create derivative works from, commercially exploit, reverse engineer, or otherwise misuse the website or its content without applicable permission. ##### Privacy and Cookies Somerset’s collection and use of personal information is described in our [Privacy Policy.](https://events.somersetadvisory.com/hubfs/Somerset%20Advisory%20Privacy%20Notice.pdf?hsLang=en) The website may use cookies, analytics, and similar technologies to operate the website, understand how visitors use it, and improve its content. You can set your browser to refuse or delete cookies, although some website features may not work properly. If you contact us or sign up for communications through the website, we will use the information you provide to respond to you and send the communications you requested. You may unsubscribe from email communications at any time. ##### Website Availability and Disclaimer The website is provided on an “as is” and “as available” basis. Although Somerset seeks to provide useful and accurate information, Somerset does not warrant that the website will be uninterrupted, error free, secure, or free of harmful components, or that all information will remain current at all times. To the fullest extent permitted by applicable law, Somerset disclaims liability arising solely from the use of, or inability to access or use, the website or third-party content. ##### Indemnification for Misuse of the Website To the extent permitted by applicable law, you agree to indemnify and hold harmless Somerset and its affiliates, officers, directors, employees, and agents from third-party claims, liabilities, losses, costs, and reasonable expenses arising from your unlawful or unauthorized use of the website, your material violation of these Terms, or your infringement of a third party’s rights. ##### Non-Waiver of Rights Nothing on this page or in these Terms is intended to limit or waive any right, duty, or liability under applicable federal or state securities laws that cannot lawfully be limited or waived, or to modify Somerset’s fiduciary obligations to its advisory clients. ##### Governing Law Except as otherwise required by applicable law, these Terms are governed by the laws of the State of Alabama, without regard to conflict-of-law principles. Nothing in this provision is intended to limit any right or remedy available under applicable federal or state securities laws ##### Severability If any provision of these Terms is found to be unenforceable, that provision will be enforced to the maximum extent permissible, and the remaining provisions will remain in full force and effect. ##### Regulatory Information Additional information about Somerset, including its investment advisory services, fees, conflicts of interest, and disciplinary information, if any, is available in Somerset’s Form ADV disclosure brochure ([https://reports.adviserinfo.sec.gov/reports/ADV/343852/PDF/343852.pdf](https://reports.adviserinfo.sec.gov/reports/ADV/343852/PDF/343852.pdf)) and Form CRS ([https://reports.adviserinfo.sec.gov/crs/crs\_343852.pdf](https://reports.adviserinfo.sec.gov/crs/crs_343852.pdf)).  ![SA Brand Marks and Elements\_Initials - Script - Emerald](https://events.somersetadvisory.com/hs-fs/hubfs/SA%20Brand%20Marks%20and%20Elements_Initials%20-%20Script%20-%20Emerald.png?width=150&height=114&name=SA%20Brand%20Marks%20and%20Elements_Initials%20-%20Script%20-%20Emerald.png "SA Brand Marks and Elements_Initials - Script - Emerald") [Privacy Policy](https://events.somersetadvisory.com/hubfs/Somerset%20Advisory%20Privacy%20Policy.pdf?hsLang=en) · [Legal](https://events.somersetadvisory.com/disclosures-terms-of-use) · © 2026 Somerset Advisory. 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