DISCLOSURES

STURDIVANT & CO., INC. DISCLOSURES

Research Disclosure

Form CRS

Privacy Statement

ROSEBUD CAPITAL DISCLOSURES

Platform Fee Disclosure 

Fee Schedule & Funds Availability 

LEGACY INVESTMENT ADVISORS

 Legacy Investment Advisor Agreement

APEX DISCLOSURES

Customer Account Agreement

Consumer Privacy Notice

FDIC Sweep Program

TOD Beneficiary Designation Agreement

Beneficiary Spousal Waiver

VAN Disclosure Agreement

Updated: October 16, 2026