Regulatory Status

Trailhead Digital Advisors is a U.S.-based, fee-only investment adviser operating under applicable federal and state regulatory frameworks for registered investment advisers.

Registration as an investment adviser does not imply a certain level of skill or training.We currently serve clients in the United States in jurisdictions where we are either registered or exempt from registration.

Required filings will be made available upon completion, including:

  • Form ADV Part 2A (Firm Brochure)
  • Form CRS (Client Relationship Summary)

Filing links will be updated here once posted to the SEC / state system.

Conflicts & Fees

Trailhead Digital Advisors operates on a fee-only model.

We do not receive commissions, revenue sharing, or compensation from product issuers, trading venues, or referral partners.

Our fee models include:

  • Assets Under Management (AUM-based) advisory fees
  • Subscription-based advisory programs
  • Hourly/engagement advisory as appropriate

All fees and material conflicts are fully disclosed in our Form ADV and advisory agreement.

Crypto Risk Disclosure

Investing in crypto assets involves significant risks, including but not limited to:

  • Extreme market volatility & liquidity risk
  • Loss of principal, including total loss
  • Technology, smart-contract, and protocol failures
  • Custodial & counterparty risk
  • Regulatory uncertainty and evolving frameworks
  • Cybersecurity threats

Crypto assets are not insured by the FDIC or SIPC.

Past performance is not indicative of future results. Crypto investing is not suitable for all investors.
 Clients should be prepared for long-term horizons, market drawdowns, and disciplined risk management.

Custody & Execution

Client assets are held with qualified, third-party custodians.

Trailhead Digital Advisors does not take custody of client assets as defined under applicable regulations.

Trade execution and asset access may occur through vetted custodial partners, exchanges, or brokerage platforms subject to:

  • Best-execution standards
  • Compliance review
  • Cybersecurity requirements
  • Ongoing vendor due-diligence

Execution quality and platform suitability are periodically reviewed.

Availability & Jurisdiction

Trailhead Digital Advisors currently serves U.S.-based clients only. Services may not be available in all states or foreign jurisdictions. We do not solicit or onboard clients in jurisdictions where we are not authorized to operate.

Contact for Compliance

  • Trailhead Digital Advisors
  • info@trailheaddigitaladvisors.com
  • United States (Remote advisory model; address available upon appointment request)

For regulatory matters or disclosure documents, please contact us by email.

Important Disclosure

Information on this site is educational only and should not be interpreted as:

  • A recommendation to buy or sell any asset
  • Legal, tax, or accounting advice
  • An offer to transact in any jurisdiction where prohibited

Advisory services are provided only under a formal signed agreement following regulatory requirements and client suitability evaluation.