Privacy Policy | Loxley Advisory

Last Updated: April 2026

1. Introduction

Loxley Advisory Group LLC ("Loxley," "we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy outlines how we collect, use, and safeguard the information you provide when interacting with our website and services.

2. Information We Collect

We may collect the following types of information when you use our website or engage our services:

Contact Information: Such as your name, email address, phone number, and company name when you fill out contact forms or engage with our diagnostic tools.
Usage Data: Information about how you interact with our website, including IP addresses, browser types, and pages visited, which helps us improve our digital presence.
Assessment Data: Information provided during our AI Readiness Diagnostic or other strategic assessments to help us understand your business needs.

3. How We Use Your Information

We use the collected information for the following purposes:

To provide and manage our consulting and advisory services.
To respond to your inquiries and communicate with you about our offerings.
To deliver tailored reports (such as the AI Readiness assessment) based on the data you submit.
To improve our website, diagnostic tools, and overall client experience.

4. Third-Party Services

We utilize select third-party platforms to facilitate our business operations. These third parties have their own privacy policies governing the processing of your data:

HubSpot: We use HubSpot as our Customer Relationship Management (CRM) platform to manage client communications, track engagements, and process form submissions.
Microsoft Bookings: We use Microsoft Bookings to facilitate appointment scheduling.

We do not sell, rent, or trade your personal information to outside parties for marketing purposes.

5. Cookies and Tracking

We use cookies, analytics tools, and similar tracking technologies to monitor user activity and improve our website's performance. Specifically, we utilize tools such as Google Analytics, WordPress statistics plugins, and HubSpot tracking scripts to collect aggregated usage data (e.g., pages visited, session duration, and referral sources). You can configure your browser to refuse cookies, though doing so may limit your ability to use certain features of our site.

6. Data Retention

We retain your contact, usage, and assessment data only for as long as is necessary to fulfill the purposes outlined in this Privacy Policy. Specifically, we retain client engagement data for the duration of the client relationship and a reasonable period afterward to comply with legal obligations, resolve disputes, and enforce our agreements.

7. User Rights

Depending on your jurisdiction, including regulations such as the Texas Data Privacy and Security Act, you may have specific rights regarding your personal data. These rights include the ability to request access to, correction of, or deletion of your personal information held by us. If you wish to exercise any of these rights, please contact us using the details provided below.

8. Children's Privacy

Our services are designed for business-to-business (B2B) engagements and are not directed at children. We do not knowingly collect personal data from individuals under the age of 13. If we become aware that we have inadvertently gathered such information, we will take reasonable steps to delete it promptly.

9. Data Security

We implement reasonable and industry-standard technical and organizational measures to protect your personal data against unauthorized access, loss, or alteration. However, no method of transmission over the Internet or electronic storage is entirely secure, and we cannot guarantee absolute security.

10. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Any modifications will be posted on this page with an updated "Last Updated" date.

11. Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data handling practices, please contact us at:

Loxley Advisory Group LLC
Dallas-Fort Worth, Texas
Email: admin@loxleyadvisory.com