The BrainTrust — Self-Serve Membership

The documentation backbone of a cybersecurity compliance program — without the engagement.

Built for CCOs, IT managers, and small RIAs that need real cybersecurity compliance materials but are not ready for a full advisory engagement. The BrainTrust is MTradecraft's policy library, framework collection, and training platform sold as an annual membership.

Compare Tiers What's Inside

What's Inside

The same materials we use in our consulting engagements.

The BrainTrust is not a marketing handout. The policies, frameworks, and templates available to Premium members are the documents MTradecraft drafts, maintains, and delivers to its consulting clients.

Free Tier

Lead Documents

Securing Compliance
Insider Threat Guide
Compliance Calendar
Annual ADV Delivery Letter
Cybersecurity commentary and SEC enforcement updates

Premium Tier

Policy & Framework Library

AI Compliance Framework
Cybersecurity Policies & Procedures Manual
Reg S-P Variant
Encryption & Wire Fraud Policy
Regulation S-ID Red Flags Policy
USA PATRIOT Act / AML Policy
Employee Technology Use Agreement
Vendor Confidentiality Agreement
Vendor Due Diligence Questionnaire
Incident Response Plan
206(4)-7 Annual Review Template
Mock SEC Cyber Audit
Email support on compliance questions

Premium Tier

FieldCraft Security Awareness

Employee training modules
Phishing simulation campaigns
Quiz completion tracking
Audit-ready compliance reporting
Premium tier: up to 50 users
Documentation retained for examination file

Membership Tiers

Two tiers. One Premium price.

The Free tier is built to put real material into the hands of CCOs and IT managers who are still organizing their cybersecurity program. The Premium tier is the full library plus FieldCraft training.

Free Tier

The BrainTrust — Free

Free account required

A practical starting point for firms that need better direction before engaging a consultant or building a more formal cybersecurity compliance program.

Securing Compliance — what SEC examiners actually ask for
Insider Threat Guide
Compliance Calendar — annual checklist
Annual ADV Delivery Letter template
Cybersecurity commentary and SEC enforcement updates
Long-form briefings on MSP and M365 compliance exposure

Create Free Account

Premium Tier — Most Popular

The BrainTrust — Premium

$2,500 per year

Designed for firms that want the documentation backbone of a cybersecurity compliance program, but do not yet need MTradecraft to operate the program on their behalf.

Everything in the Free tier
AI Compliance Framework — full document
Cybersecurity Policies and Procedures Manual (full template)
Cybersecurity Policies and Procedures Manual — Reg S-P revision
Encryption Requirements and Wire Fraud Policy
Regulation S-ID Identity Theft Red Flags Policy
USA PATRIOT Act / Anti-Money Laundering Policy
Employee Technology Use Agreement
Vendor Confidentiality Agreement
Vendor Due Diligence Questionnaire
Incident Response Plan (full template)
206(4)-7 Annual Review Template
Mock SEC Cyber Audit — internal preparation tool
Email support from MTradecraft on cybersecurity compliance questions
FieldCraft Security Awareness Training — up to 50 users
Searchable access to the full document library

Subscribe — $2,500 / year

Who Buys This

Built for firms in a specific situation.

A Premium Membership Fits If

You are a CCO or IT manager at an SEC-registered firm and you need real policy templates — not generic ones.
You are a small RIA without the budget for a $36K consulting engagement but with examination obligations you cannot ignore.
You are a compliance consultant who needs a defensible cybersecurity policy library to deliver to your own clients.
You want to run FieldCraft Security Awareness Training for your staff without a separate training vendor relationship.

Premium Is Not the Right Fit If

You need someone else to operate the cybersecurity program, not just provide the documentation. The Cyber Compliance Consultant engagement exists for that.
An insurance carrier or DDQ requires a named CISO. The Remote CISO engagement exists for that.
You want active SEC examination support and direct involvement from cybersecurity counsel. That is consulting, not membership.

See Consulting Engagements

Membership Details

Questions members ask before subscribing.

Can I cancel anytime?

Yes. The subscription is managed through Memberful. You can cancel future charges at any time from your account portal — no phone calls, no penalty. You retain access through the end of the paid period.

Are the documents customized to my firm?

No. BrainTrust templates are provided as editable Word documents that the member adapts to their firm's specifics. If you need documents drafted to your firm, that is a Cyber Compliance Consultant engagement.

Can I list MTradecraft as my cybersecurity expert?

No. A BrainTrust membership is a resource subscription, not a consulting relationship. For DDQ and examination purposes requiring a named cybersecurity expert or CISO, the Remote CISO engagement is what's required.

What does FieldCraft cost beyond 50 users?

The Premium membership includes FieldCraft for up to 50 users. If your firm exceeds 50 users, additional seats can be added on a separate FieldCraft subscription at $4.00 per user per month (billed annually).

Will the templates pass an SEC examination?

Templates do not pass examinations — implemented programs do. A BrainTrust template gives you a defensible starting point written by a knowledgeable party. Whether your firm passes an exam depends on how the policies are adopted, implemented, reviewed, and documented over time.