Terms of Use & Disclosures

Effective date: August 27, 2025 • Version: v1_2025-08-27

1) Acceptance

By accessing this website, you agree to these Terms. If you do not agree, do not use the site.

2) Informational Only — No Offers

Content is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security or real estate. Any offer will be made only via definitive documentation to qualified parties and in compliance with applicable laws.

3) Not a Broker-Dealer or Brokerage

Crown & Oak Capital is not a broker-dealer, investment adviser, or real estate brokerage. We make no representation of future performance. You are responsible for your own due diligence and professional advice.

4) Eligibility & Accounts

You must be 18+ and legally able to contract. If you create an account or submit forms, you are responsible for the accuracy of information and safeguarding any credentials.

5) Prohibited Uses

You agree not to misuse the site, including: unlawful activities; scraping without consent; introducing malware; infringing IP; or interfering with operations.

6) Intellectual Property

All content is owned by Crown & Oak or its licensors. Limited, revocable license granted for personal or internal business use to view the site. No reproduction, distribution, or derivative works without prior written permission.

7) Third-Party Links

We may link to third-party sites. We are not responsible for their content or practices.

8) Disclaimers

THE SITE IS PROVIDED “AS IS” AND “AS AVAILABLE.” WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

9) Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CROWN & OAK WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOST PROFITS OR DATA, ARISING FROM YOUR USE OF THE SITE.

10) Indemnity

You agree to indemnify and hold harmless Crown & Oak and its affiliates, officers, employees, and agents from claims arising out of your use of the site or violation of these Terms.

11) Privacy

Your use of the site is subject to our Privacy Policy.

12) Governing Law & Venue

These Terms are governed by the laws of the State of North Carolina, without regard to conflict-of-law rules. Exclusive venue lies in state or federal courts located in North Carolina, and you consent to jurisdiction there.

13) Changes & Termination

We may update these Terms at any time by posting a new version. We may suspend or terminate access to the site at our discretion.

14) Contact

kyle@crownandoakcapital.com