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---
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.
