Effective 25 October 2026

Terms of use

These terms govern your use of holocronholdings.com and its restricted areas (the “website”). By using the website you agree to them. If you do not agree, do not use the website.

1. Who we are

The website is operated by Holocron Holdings LLC (“Holocron”, “we”, “us”), a registered investment adviser in Nevada (CRD 343224). Registration does not imply a certain level of skill or training. Our Form ADV, including our brochure, is available on the SEC's Investment Adviser Public Disclosure site, and we will send it to you on request.

2. No offer and no advice

Nothing on the website is an offer to sell, or a solicitation of an offer to buy, any security or advisory service, and nothing on it is investment, legal, tax or accounting advice or a recommendation to buy or sell any security. We provide advice only to clients who have signed a written advisory agreement with us, after we have delivered our Form ADV Part 2 brochure and brochure supplement. Using the website, creating an account or being granted access to its restricted areas does not make you our client.

We may provide advisory services only where we are registered or exempt from registration. Information on the website is not directed at any person in a jurisdiction where providing it would be unlawful.

3. Hypothetical performance

The restricted areas show hypothetical performance, including results from applying trading models to historical market data (“backtested” results) and from models run forward without client money. Hypothetical results do not represent actual trading by any client account, were prepared with the benefit of hindsight, depend on assumptions about prices, costs, slippage and liquidity that may not hold, and may not reflect advisory fees and other expenses, which would reduce returns. No account will necessarily achieve similar results. Before showing it, we ask a short suitability questionnaire so that hypothetical performance is shown only to people for whom it is relevant, and we show you a disclosure of its criteria, assumptions, risks and limitations, which you must read and accept. Past performance, actual or hypothetical, does not guarantee future results.

4. Accounts and the restricted areas

To use the restricted areas you must be at least 18, create an account, agree to these terms and our privacy notice, secure the account with an authenticator app, and complete the suitability questionnaire. Access is granted or refused automatically from your answers, and the firm may suspend or withdraw it at any time, for any reason.

You must give accurate, complete answers, and you are responsible for keeping your password and authenticator to yourself. Do not share your account, and tell us promptly at the address below if you believe it has been used without your permission.

Information in the restricted areas is confidential. You may use it only to evaluate whether to seek our advisory services, and you must not copy, publish or pass it on to anyone without our written consent.

5. Electronic records and signature

You agree to receive these terms, our disclosures and other communications electronically. Ticking an acceptance box and submitting a form is your electronic signature and has the same effect as a handwritten signature, under the federal Electronic Signatures in Global and National Commerce Act and the Uniform Electronic Transactions Act as adopted in Nevada. We record your acceptance, your answers, the date and time, your IP address and your browser details, and we keep these records for at least five years, as investment adviser record-keeping rules require. You may ask us for a paper copy of anything you accepted.

6. Free resources

The Financial Allocation Template (the “FAT”) and any other free resource on the website are general educational tools, free with no condition. They are not advice about your circumstances, are provided as is, and you use them at your own discretion.

7. Other websites

The website may link to other sites, including performance.holocronholdings.com, our Substack and our social media accounts. These terms do not cover them; each site's own terms and notices apply there.

8. Acceptable use and ownership

Do not attempt to access areas or accounts you are not authorized to use, interfere with the website's security or operation, or use automated means to collect its content. The website and its content belong to Holocron or its licensors; apart from the free resources described above, you may not reproduce them without our permission.

9. Disclaimers and limits on liability

The website is provided “as is”. We try to keep it accurate and available but do not promise that it will be uninterrupted or error-free. To the extent the law allows, we are not liable for indirect or consequential losses arising from your use of the website.

Nothing in these terms limits or waives any right you have under federal or state securities laws, or any duty we owe as an investment adviser, including our fiduciary duty to clients. Where these terms conflict with a client's advisory agreement, the advisory agreement governs.

10. Governing law

These terms are governed by the laws of the State of Nevada, without regard to its conflict-of-law rules, and disputes about them will be heard in the state or federal courts located in Nevada, except where the law gives you the right to bring a claim elsewhere.

11. Changes

We may change these terms. We will post any change on this page with a new effective date; using the website after that date means you accept the changed terms. A change does not alter what you accepted earlier, and the record of that acceptance is kept as it was.

12. Contact

Questions about these terms can be sent to dev@holocronholdings.com or 844-733-2783.