Disclosures

Last updated: August 2026

StoneCastleAdvisors.com is an approved client-facing site operating through First Kentucky Trust (“FKT”). Investment management services are provided by FKT pursuant to agreements between FKT and its clients. FKT is the contracting financial institution and charges the applicable investment-management fees. Stone Castle Advisors provides a supplemental read-only information service. It does not display investment performance and is not a comprehensive reporting platform. Information may be delayed and does not replace official custodial statements, trade confirmations, tax records, or formal client reporting. Neither this website nor the client portal can execute trades, move money, modify accounts, or accept financial instructions.