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 51–75 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Evoke Financial Services, LLC33045910/16/2026Part 1; Part 2 brochure
Fairpoint Wealth Management, LLC28910010/16/2026Part 1; Part 2 brochure
Fideleon Wealth Advisors LLC34386110/16/2026Part 1; Part 2 brochure
Finish Well RIA LLC32195710/16/2026Part 1; Form CRS
Finomenon Investments LLC33090710/16/2026Part 1; Part 2 brochure
Flavin Financial Services, Inc.14447310/16/2026Part 1; Part 2 brochure; Form CRS
Founders Grove Wealth Partners, LLC33135210/16/2026Part 1; Form CRS
Fragasso Wealth Advisors12325510/16/2026Part 1
Fruitful32260310/16/2026Part 1; Form CRS
Fsam LLC28785110/16/2026Part 1; Form CRS
Future Labs Capital II, LLC34459610/16/2026Part 1
Future Labs Capital, LLC33204110/16/2026Part 1
Graysbrook Private Wealth34149910/16/2026Part 1
Green Peaks Planning31920710/16/2026Part 1; Part 2 brochure
H2OLS Wealth Management Solutions LLC34101110/16/2026Part 1; Part 2 brochure
Hahn Financial Group16978710/16/2026Part 1; Form CRS
Haller Management, LLC31839910/16/2026Part 1
Hanover Square Wealth Advisors LLC33653410/16/2026Part 1; Form CRS
Hantz Financial Services, Inc.4604710/16/2026Part 1; Part 2 brochure; Form CRS
Harvest - FAITH-BASED Investing33801910/16/2026Part 1; Part 2 brochure; Form CRS
Hatteras Investment Partners, LP17062810/16/2026Part 1; Part 2 brochure
HFG Wealth Management, LLC14840610/16/2026Part 1; Form CRS
Holcombe Financial, Inc.14223810/16/2026Part 1; Part 2 brochure; Form CRS
Hoplon Asset Management, L.P.31879810/16/2026Part 1; Part 2 brochure
HT Partners LLC14740010/16/2026Part 1; Part 2 brochure; Form CRS

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