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Item 1. Cover Page Part 2A of Form ADV Firm Brochure February 26, 2014, Falcon Investment Strategies, LLC D/B/A Falcon Investments 301 S. Main Street Phone: 704.603.4177 Suite 130 Email: Seth falconinvesting.com

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1. Start by opening the form using a PDF reader such as Adobe Acrobat.
2. Begin filling in the form by entering the required personal information, such as your name, address, and contact details.
3. Provide any necessary business information, including the name and address of your company, if applicable.
4. Proceed to the section that requires you to disclose any relevant disciplinary information. If you have any disciplinary history, provide the details as accurately as possible.
5. Next, fill in the section that pertains to financial disclosures. This may include information about any bankruptcies, criminal offenses, or financial judgments against you.
6. In the subsequent sections, enter any information related to custody and performance reporting, if applicable.
7. If you have any affiliations or associations with other firms, ensure you disclose them accurately in the relevant section.
8. Finally, review all the information you have provided to verify its accuracy. Make any necessary corrections before saving or printing the completed form.

Who needs the falcon-investments-2014-form-adv-part-2pdf?

1. Individuals or entities planning to engage in investment advisory services.
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It is a form required to be filed by investment advisors with the SEC.

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Information such as assets under management, investment strategies, fees, and disciplinary history must be reported on the form.

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