Disclosures

Last updated: July 2026

TODO (Compliance):Confirm every statement on this page against the firm’s current Form ADV and regulatory status before publishing. Replace the bracketed placeholders (CRD/IAPD number, registration jurisdiction, fee summary, direct ADV/CRS links). This page is a compliant starting template, not legal advice, and must be reviewed by the firm’s Chief Compliance Officer or securities counsel.

Firm and registration

Investment advisory services are offered through Gasima Financial, a registered investment advisor [CRD/IAPD #: ______; registered with the ______]. Registration as an investment adviser does not imply a certain level of skill or training. Tax preparation, bookkeeping, and accounting services are provided by the firm and are separate from, and not part of, our investment advisory services.

Not advice; not an offer

The information on this website is provided for general, educational, and informational purposes only. It does not constitute investment, tax, legal, or accounting advice, and it is not an offer or solicitation to buy or sell any security or to engage in any particular investment strategy. Advice is provided only under a written agreement and after we understand your specific circumstances.

Investment risks

All investing involves risk, including the possible loss of principal. Different types of investments involve varying degrees of risk. Diversification and asset allocation do not ensure a profit or guarantee against loss. No investment strategy — including tax-aware investing, asset location, tax-loss harvesting, or rebalancing — can guarantee a profit or protect against loss in a declining market. Past performance is not a guarantee of, and is not indicative of, future results.

Forward-looking statements and third-party data

Any projections, targets, or forward-looking statements are hypothetical, are based on assumptions, and are not guarantees of future results. Statistics cited on this website are drawn from third-party sources believed to be reliable; we do not guarantee their accuracy or completeness, and they describe the broader market or public generally rather than the experience of Gasima Financial or its clients. Sources are cited where used.

Testimonials

Gasima Financial does not use client testimonials or endorsements on this website. If that changes, any testimonial or endorsement will include the disclosures required by SEC Rule 206(4)-1 (the Marketing Rule), including whether the person is a client and whether they were compensated, along with any material conflicts of interest.

Conflicts of interest and fees

Like all advisory firms, we have potential conflicts of interest, which we disclose and manage. A description of our services, fee schedule, and material conflicts of interest is contained in our Form ADV Part 2A brochure. [Summarize fee arrangement here, e.g., fee-based/fee-only, asset-based fees, fixed/planning fees.]

Custody

Client assets are held by qualified, independent third-party custodians. Gasima Financial does not act as a custodian of client funds or securities except as disclosed in our Form ADV.

Third-party links

This website may contain links to third-party websites. Those links are provided for convenience only; we do not endorse, and are not responsible for, the content, products, or services of any third-party site.

Form ADV and Form CRS

You can review important information about Gasima Financial, including our Form ADV Part 2A brochure and our Form CRS (client relationship summary), free of charge:

• Form ADV Part 2A: [link]
• Form CRS: [link]
• Investment Adviser Public Disclosure (IAPD): adviserinfo.sec.gov (search for Gasima Financial, CRD #______)

Contact

Questions about these disclosures can be directed to [email protected] or (941) 538-5791. Gasima Financial, Venice, Florida.