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·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 26–50 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Black Salt Advisors LLC33906310/16/2026Part 1; Part 2 brochure
Boulder Wealth Advisors, LLC11506910/16/2026Part 1; Part 2 brochure; Form CRS
Branchpoint Asset Management Ltd.34094510/16/2026Part 1
Callan10768710/16/2026Part 1
CC-NMR Global Credit Management LLC34250010/16/2026Part 1; Part 2 brochure
Clarion Capital Partners, LLC15703810/16/2026Part 1
Clsa Americas, LLC16553310/16/2026Part 1
CM Capital Partners29172010/16/2026Part 1; Part 2 brochure
Coates, Robert Cainon34023710/16/2026Part 1
Colibri Capital34495210/17/2026Part 1
Confluent Asset Management LLC32376010/16/2026Part 1; Part 2 brochure
Cornerstone Wealth Management10695010/16/2026Part 1
Craig Verdi Investments, LLC31343510/16/2026Part 1
Creativeone Securities, LLC15297410/16/2026Part 1; Form CRS
Crimson Wealth33412310/16/2026Part 1
Cumberland Investment Counsel Inc.11088710/16/2026Part 1
Daline Wealth Management, LLC34305810/16/2026Part 1; Part 2 brochure
Dba Big Money Retirement and Big Retirement31869810/16/2026Part 1; Part 2 brochure
Dignum ET Justum34240410/16/2026Part 1; Part 2 brochure
Divisadero Street Capital Management, LP31739210/16/2026Part 1; Part 2 brochure
DRS Wealth Management30628110/16/2026Part 1; Part 2 brochure
Dunbar Associates, LLC32313410/16/2026Part 1; Part 2 brochure; Form CRS
Dune Ventures Management, LP33785310/16/2026Part 1
Entrepreneur First Investment Manager LLP30040210/16/2026Part 1; Part 2 brochure
Esfera Investment Group34503510/16/2026Part 1

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