| name | track-compliance-cadence |
| description | Track the ADV/review/disclosure cadence as an operational schedule — not legal advice. Reach for this on a cadence question. |
Skill: Track compliance cadence
A missed cadence is exposure regardless of market performance (§3 #6).
Step 1 — List the cadence items
ADV updates, periodic reviews, required disclosures (§3 #6).
Step 2 — Schedule against the calendar
Due dates on the regulatory calendar.
Step 3 — Track due vs overdue
What's coming and what's slipped (§3 #6).
Step 4 — Route legal questions
Any fiduciary/SEC determination → compliance counsel (§2 #8).
Output
A compliance-cadence tracker with due/overdue items — ops tracking, legal routed to counsel.