Privacy Policy

Updated April 2026

AllStreet Financial, LLC d/b/a Evident Financial (“Evident Financial,” “we,” “our,” or “us”) is committed to protecting the confidentiality and security of your non-public personal information (“Information”). This notice describes how we collect, use, and safeguard your Information.

Why We Collect and How We Use Information

We collect and use Information only as necessary to provide financial services to you. This includes maintaining your accounts, processing transactions, and delivering the advisory services described in our Form ADV. Access to your Information is limited to employees and affiliated persons who need it to perform their responsibilities.

How We Gather Information

We collect Information about you from the following sources:

• Information you provide to us on applications or other forms (e.g., name, address, Social Security number, date of birth, income, assets, and financial history)
• Information about your transactions with us or others (e.g., account balances and transaction history)
• Information from consumer reporting agencies or other third parties (e.g., to verify your identity or assess creditworthiness, where applicable)
• Information from other sources with your consent (e.g., your accountant, attorney, or other financial professionals)

How We Protect Information

We maintain administrative, technical, and physical safeguards reasonably designed to protect your Information in accordance with applicable federal regulations. Employees are required to safeguard client Information and may access it only for legitimate business purposes. Violations of our privacy policies are subject to disciplinary action.

Sharing Information with Other Companies Permitted Under Law

We do not sell your personal information. We do not disclose your Information to non-affiliated third parties except as permitted or required by law. This may include disclosures to service providers and financial institutions such as custodians, broker-dealers, mutual fund companies, insurance companies, and other third parties necessary to service your accounts. In all such cases, we emphasize the confidential nature of the Information being shared.

Former Clients

If you decide to close your account or become an inactive client, we will continue to adhere to this Privacy Policy and protect your Information.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you as required.

Questions?

Please contact Richard Makowski at richard@evidentfinancial.com