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 151–175 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Scott Conyers Capital Management, Inc.13654910/17/2026Part 1; Form CRS
Scottsdale Capital Advisors Corporation11878610/16/2026Part 1; Part 2 brochure
Sellwood Investment Partners LLC16469610/16/2026Part 1; Part 2 brochure; Form CRS
Seven Grand Managers LLC31002610/16/2026Part 1
Sheridan Production Partners Manager III, LLC31057210/16/2026Part 1; Part 2 brochure
Shonan Gold Financial LLC31826510/16/2026Part 1; Part 2 brochure
Signature Resources Capital Management, LLC14406910/16/2026Part 1; Part 2 brochure; Form CRS
Smith Salley Wealth Management12961410/16/2026Part 1; Part 2 brochure
Sollinda Capital Management LLC32174210/16/2026Part 1; Part 2 brochure; Form CRS
SRD Innovation Fund LLC34187710/16/2026Part 1
Standard Investments LLC16084310/16/2026Part 1; Form CRS
Steelhead Capital Management, LLC17344010/16/2026Part 1; Part 2 brochure
Stewarded, LLC34073910/16/2026Part 1; Part 2 brochure
Strategic Planning Group11384410/16/2026Part 1; Part 2 brochure
Stratos Investment Management, LLC28385010/16/2026Part 1
Stratos Wealth Advisors LLC28381610/16/2026Part 1
Stratos Wealth Partners, Ltd.15318410/16/2026Part 1
Subnani Investment Research, LLC29004410/16/2026Part 1; Part 2 brochure
Swbc Investment Company14099410/16/2026Part 1; Form CRS
Tapa Private Wealth Inc.33799410/16/2026Part 1
Tfo Wealth Partners12440710/16/2026Part 1; Form CRS
The Advisors Group29010410/16/2026Part 1; Part 2 brochure; Form CRS
The Wealth Boutique31729110/16/2026Part 1; Form CRS
Thompson Meridian Advisors34316210/16/2026Part 1
Threshold Compass Strategies, Inc.33774910/16/2026Part 1; Part 2 brochure

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