Privacy Policy

Strategic Energy Advisors (“SEA,” “we,” “us”)

Effective Date: March 12, 2026

This Privacy Policy explains how Strategic Energy Advisors collects, uses, discloses, and protects information when you visit our website, submit an inquiry, or communicate with us (including by email and text message).

1. Scope

This Policy applies to information collected through:

  • Our website and online forms (including “Confidential Inquiries”)
  • Email, phone, and SMS text communications with SEA
  • Any related services that link to this Policy

2. Information We Collect

Information you provide

  • Contact information (name, email, phone number, organization, role/title)
  • Inquiry content (summary, sector, urgency, and related details you provide)
  • Communications (emails, texts, call scheduling details, and related correspondence)

Information collected automatically

  • Device and usage data (IP address, browser type, pages viewed, general location derived from IP)
  • Cookies and similar technologies (see Section 7)

Confidential information

Please avoid submitting highly sensitive data until we provide secure transfer instructions. If you provide sensitive or confidential information, you do so at your discretion.

3. How We Use Information

We use information to:

  • Review inquiries for fit, conflicts, and capacity
  • Communicate with you about your inquiry and potential engagement
  • Provide administrative and operational updates
  • Maintain the security and operation of our website and systems
  • Comply with legal obligations and enforce agreements

Submission of an inquiry does not create an engagement or advisory relationship.

4. Text Messaging (SMS)

External client SMS (opt-in required)

We send text messages to external clients only when you affirmatively opt in (for example, by checking an unchecked SMS consent box on our web form). Opt-in must be explicit and unambiguous.

Message purpose

If you opt in, SEA may send administrative and transactional messages about your inquiry and any related work, including:

  • Status updates (beginning / in process / completed)
  • Scheduling and coordination
  • Requests for clarifying information needed to proceed
  • Notifications when communication between client and SEA is necessary

Message frequency & opt-out

Message frequency varies. Message & data rates may apply.

Opt out anytime: Reply STOP to stop receiving texts. Reply HELP for help. Twilio supports standard opt-out keywords for toll-free messaging.

Consent records

We store evidence of SMS consent and can provide it upon request (e.g., timestamp, source, and consent details).

Internal operational alerts

SEA may send internal SMS alerts to SEA personnel and authorized representatives who have agreed to receive such alerts.

5. How We Share Information

We do not sell your personal information (including phone numbers). We may share information:

  • With service providers who support operations (hosting, email, security scanning, messaging, scheduling, payments), under confidentiality obligations
  • To comply with law, legal process, or governmental requests
  • To protect rights, safety, and security, and to prevent fraud or abuse

6. Security

We use administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, but we work to protect information through access controls, monitoring, and secure storage practices.

7. Cookies and Analytics

We may use cookies and similar technologies to improve site performance, remember preferences, and maintain security. You can control cookies through browser settings.

8. Data Retention

We retain information only as long as reasonably necessary for inquiry review, service delivery (if engaged), business records, security logs, and legal compliance. Retention periods vary depending on the nature and sensitivity of the information.

9. Your Choices

  • SMS: Reply STOP to opt out; reply HELP for help.
  • Requests: You may contact us to request access or correction of certain information.

10. Contact

  • Email: support@strategicenergyadvisor.com
  • Mailing Address: Strategic Energy Advisors, 106 Hurst Creek Rd., Lakeway, TX 78734

11. Changes

We may update this Policy from time to time. The Effective Date indicates the latest revision.