ADV disclosures

William Blair had three ADV categories observed; 194 daily firm filing observations

From October 16 through October 18, 2026, the period included 194 daily firm filing observations. William Blair had Part 1, Part 2 brochure and client relationship summary categories observed on October 16.

By Claire Bennett··1 min read

William Blair & Company L.L.C. had Part 1, Part 2 brochure and client relationship summary categories observed on October 16. The observation date is not necessarily the date the firm submitted a filing, and the categories alone do not establish that document content changed.

Across October 16–18, 2026, the total was 194 daily firm filing observations. Part 1 accounted for 194 observations, Part 2 brochures for 102 and client relationship summaries for 70; these category counts overlap. The daily count was 186 on October 16 and eight on October 17.

Vanguard Group Inc. had a Part 1 category observed on October 16. Ascentis Independent Advisors, LLC had Part 1, Part 2 brochure and client relationship summary categories observed on October 17. These are filing observations, not proof of substantive document changes.

ADV filing observations

The appendix lists all 194 daily firm filing observations from 10/16/2026 through 10/18/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 1–25 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
1823 Partners (US) LLC33392710/16/2026Part 1; Part 2 brochure
1919 Investment Counsel, LLC13337010/16/2026Part 1; Form CRS
A & I Wealth Management14835710/16/2026Part 1; Part 2 brochure; Form CRS
Abich Financial Wealth Management, LLC31063310/16/2026Part 1; Form CRS
Above & Beyond Investments, LLC22778610/16/2026Part 1; Part 2 brochure
Albourne America LLC12658210/16/2026Part 1; Form CRS
Alpha Square Group S, LLC30802210/16/2026Part 1; Part 2 brochure
Amicus Advisors LLC33909710/16/2026Part 1; Part 2 brochure
Amova Asset Management Americas, Inc.82410/16/2026Part 1
Apogem Capital LLC30923410/16/2026Part 1; Part 2 brochure
Apriem Advisors10818810/16/2026Part 1; Form CRS
Arrowstone Wealth, LLC17214710/16/2026Part 1; Part 2 brochure
Ascensus Investment Advisors, LLC12063210/16/2026Part 1; Part 2 brochure
Ascentis Independent Advisors, LLC32287910/17/2026Part 1; Part 2 brochure; Form CRS
Asset Planning, Inc.11153510/16/2026Part 1; Form CRS
Aster Capital Management (Difc) Ltd.34492710/16/2026Part 1
Astor33842410/16/2026Part 1; Part 2 brochure; Form CRS
Astraea Wealth Management34277810/16/2026Part 1; Part 2 brochure
Axion Wealth Advisors32539610/16/2026Part 1; Part 2 brochure
Base34036010/16/2026Part 1
Bastion Fiduciary33342010/16/2026Part 1; Form CRS
Bellatore Financial, Inc.14354310/16/2026Part 1; Form CRS
Belleair Wealth Management, LLC13166610/16/2026Part 1; Part 2 brochure; Form CRS
Bellingrath Wealth Management, L.L.C.33602410/16/2026Part 1; Part 2 brochure
Benchmark Financial Wealth Advisors LLC28796610/16/2026Part 1; Part 2 brochure; Form CRS

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