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 101–125 of 194. The CSV contains the complete table.
| Firm | Firm CRD | Observed | Documents filed |
|---|---|---|---|
| Lifeworks Advisors, LLC | 288255 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Linden Wealth Management LLC | 281995 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Lisanti Capital Growth LLC | 130023 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| LKL Advisors | 336769 | 10/16/2026 | Part 1; Part 2 brochure |
| Luminescent Wealth Management, Inc. | 337660 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Mackenzie Investments | 165899 | 10/16/2026 | Part 1 |
| Maveriq Capital Group LLC | 344599 | 10/16/2026 | Part 1; Form CRS |
| Mcdonough Capital Management, Inc. | 143767 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Mma Asset Management LLC | 155426 | 10/16/2026 | Part 1; Form CRS |
| Mma Securities LLC | 44254 | 10/16/2026 | Part 1; Form CRS |
| Momentus Manager LLC | 324068 | 10/16/2026 | Part 1; Part 2 brochure |
| Mondor Financial Planning LLC | 344165 | 10/16/2026 | Part 1 |
| Mraz and Associates | 158338 | 10/16/2026 | Part 1; Part 2 brochure |
| Mutual Advisors, LLC | 167658 | 10/16/2026 | Part 1 |
| MY Wealth Management, Inc. | 168566 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Newedge Advisors | 171351 | 10/16/2026 | Part 1 |
| Newport Group Consulting, LLC | 140944 | 10/16/2026 | Part 1; Part 2 brochure |
| NGC Financial, LLC | 139992 | 10/17/2026 | Part 1; Form CRS |
| Noorvest LLC | 325403 | 10/16/2026 | Part 1; Part 2 brochure |
| North Bay Wealth Management | 285523 | 10/16/2026 | Part 1; Form CRS |
| Northmarq Fund Management, LLC | 150703 | 10/16/2026 | Part 1; Part 2 brochure |
| OA Private Capital | 282516 | 10/16/2026 | Part 1; Part 2 brochure; Form CRS |
| Oakleigh Wealth Services | 323914 | 10/16/2026 | Part 1; Part 2 brochure |
| Oakmonte Wealth Management | 304150 | 10/16/2026 | Part 1; Part 2 brochure |
| Omnivest | 342139 | 10/16/2026 | Part 1 |