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·Edition ·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.
| Firm | Firm CRD | Observed | Documents filed |
|---|---|---|---|
| 1823 Partners (US) LLC | 333927 | 10/16/2026 | Part 1; Part 2 brochure |
| 1919 Investment Counsel, LLC | 133370 | 10/16/2026 | Part 1; Form CRS |
| A & I Wealth Management | 148357 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Abich Financial Wealth Management, LLC | 310633 | 10/16/2026 | Part 1; Form CRS |
| Above & Beyond Investments, LLC | 227786 | 10/16/2026 | Part 1; Part 2 brochure |
| Albourne America LLC | 126582 | 10/16/2026 | Part 1; Form CRS |
| Alpha Square Group S, LLC | 308022 | 10/16/2026 | Part 1; Part 2 brochure |
| Amicus Advisors LLC | 339097 | 10/16/2026 | Part 1; Part 2 brochure |
| Amova Asset Management Americas, Inc. | 824 | 10/16/2026 | Part 1 |
| Apogem Capital LLC | 309234 | 10/16/2026 | Part 1; Part 2 brochure |
| Apriem Advisors | 108188 | 10/16/2026 | Part 1; Form CRS |
| Arrowstone Wealth, LLC | 172147 | 10/16/2026 | Part 1; Part 2 brochure |
| Ascensus Investment Advisors, LLC | 120632 | 10/16/2026 | Part 1; Part 2 brochure |
| Ascentis Independent Advisors, LLC | 322879 | 10/17/2026 | Part 1; Part 2 brochure; Form CRS |
| Asset Planning, Inc. | 111535 | 10/16/2026 | Part 1; Form CRS |
| Aster Capital Management (Difc) Ltd. | 344927 | 10/16/2026 | Part 1 |
| Astor | 338424 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Astraea Wealth Management | 342778 | 10/16/2026 | Part 1; Part 2 brochure |
| Axion Wealth Advisors | 325396 | 10/16/2026 | Part 1; Part 2 brochure |
| Base | 340360 | 10/16/2026 | Part 1 |
| Bastion Fiduciary | 333420 | 10/16/2026 | Part 1; Form CRS |
| Bellatore Financial, Inc. | 143543 | 10/16/2026 | Part 1; Form CRS |
| Belleair Wealth Management, LLC | 131666 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Bellingrath Wealth Management, L.L.C. | 336024 | 10/16/2026 | Part 1; Part 2 brochure |
| Benchmark Financial Wealth Advisors LLC | 287966 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |