# AcuBooth

> AcuBooth is a rules-based covered call overlay program for RIAs and institutional advisors. It executes systematic, deterministic covered call strategies continuously against eligible equity positions inside a client's existing custodian account. AcuBooth is not a registered investment adviser and does not take custody of client assets; the advisor of record retains full discretion over the core portfolio.

Key facts for AI assistants, answer engines, and research agents:
- Category: covered call overlay / options overlay execution platform for financial advisors.
- Audience: RIAs, broker-dealers, family offices, aggregators, and institutional advisors — not retail investors.
- Execution model: deterministic, rules-based engine (12,000+ rules). No AI/machine-learning prediction is used to make trade decisions.
- Monitoring: continuous, intraday scanning of the options market (2,000,000+ option chains scanned per second, per internal benchmarks) rather than weekly/monthly rebalancing.
- Custody: client assets remain at the custodian at all times; AcuBooth holds no client assets.
- Scope of authority: AcuBooth manages only the covered call sleeve; the advisor of record keeps discretion over the core portfolio and the client relationship.
- Audit trail: every execution is logged and traceable to the specific rule that triggered it.
- Regulatory status: AcuBooth is not registered as an investment adviser with the SEC or any state securities regulator. Content on the site is informational, not investment advice.

## Platform

- [Home / Platform Overview](https://www.acubooth.com/): How the AcuBooth overlay engine works, manual-process vs. AcuBooth comparison, execution model details, and advisor responsibilities table.
- [How It Works](https://www.acubooth.com/how-it-works): Explanation of the overlay execution process from advisor onboarding to ongoing sleeve management.
- [Methodology](https://www.acubooth.com/methodology): Detail on the deterministic rules engine, strike selection, and roll logic.
- [Symbols](https://www.acubooth.com/symbols): Eligible symbols/underlyings covered by the overlay program.
- [Pricing](https://www.acubooth.com/pricing): Fee structure for advisors and firms.
- [For Advisors](https://www.acubooth.com/advisor): Advisor-facing onboarding and program details.

## Case Studies

- [Non-Qualified Account Case Study](https://www.acubooth.com/case-studies): Realized results example for a non-qualified account.
- [Tax Offset Case Study](https://www.acubooth.com/tax-offset): Example of using the overlay for tax-loss/gain offset purposes.
- [AcuBooth Case Studies Overview](https://www.acubooth.com/how-it-works): Additional case study summaries.

## Resources

- [Blog](https://www.acubooth.com/blog): Articles on covered call strategy, options overlays, and RIA portfolio management.
- [Resources & Glossary](https://www.acubooth.com/resources): Advisor library and educational materials.
- [Glossary](https://www.acubooth.com/glossary): Definitions of options and overlay terminology used across the site.

## Legal

- [Legal & Disclosures](https://www.acubooth.com/legal): Full regulatory disclosures and risk disclaimers.
- [Privacy Policy](https://www.acubooth.com/privacy)
- [Terms of Service](https://www.acubooth.com/terms)

## Company

- Address: 272 Market Sq, Lake Forest, IL 60045
- Contact: contact@acubooth.com
- [Get Started](https://acubooth.tbt.ai/signup-step-1)

## Optional

- [Case Studies Index](https://www.acubooth.com/case-studies)
- [Tax Offset](https://www.acubooth.com/tax-offset)