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 126–150 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Override31088010/16/2026Part 1
Pagosa Wealth LLC14340810/16/2026Part 1
Para Capital Group, LLC34383910/16/2026Part 1
Paradise Capital Management LLC34448310/16/2026Part 1
Parrillo Investors LLC32705010/17/2026Part 1; Part 2 brochure
Pearl Street Capital Partners34049110/16/2026Part 1
Phillips and Company Advisors LLC16721410/16/2026Part 1; Form CRS
Pinnacle Advisors10681710/16/2026Part 1; Form CRS
Point One Private Wealth33967910/16/2026Part 1; Form CRS
Powers Capital Management, LLC31789710/16/2026Part 1; Part 2 brochure
Prce Management LLC31253310/16/2026Part 1
Prime Fiduciary32939210/16/2026Part 1
Prime Quadrant32206810/16/2026Part 1
Private Advisor Group, LLC15521610/16/2026Part 1
Proaltus USA31095510/16/2026Part 1; Part 2 brochure; Form CRS
Prosperitas Financial, LLC31576810/16/2026Part 1; Part 2 brochure
PSI Advisors, LLC28588010/16/2026Part 1
Public Advisors LLC31823410/16/2026Part 1; Form CRS
Redhawk Wealth Advisors, Inc.14661610/16/2026Part 1
Regency Wealth Management13120810/16/2026Part 1; Form CRS
Retirepath Wealth, LLC32410910/16/2026Part 1; Form CRS
Revere Asset15288110/16/2026Part 1; Form CRS
RJ Patterson Group28175210/16/2026Part 1
Rja Asset Management LLC15342810/16/2026Part 1; Part 2 brochure
Savvy31849310/16/2026Part 1; Form CRS

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