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··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 176–194 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Timothy Partners, Ltd.4183510/16/2026Part 1
Treesa Financial Planning, LLC16528810/16/2026Part 1; Part 2 brochure
Troop Capital Management31558810/16/2026Part 1
UL Wealth LLC30927710/16/2026Part 1; Part 2 brochure
Valor Capital Management LLC33647210/16/2026Part 1; Part 2 brochure
Van Soldat Wealth LLC34313010/17/2026Part 1; Part 2 brochure
Vanguard Group Inc.10595810/16/2026Part 1
Viking Harbour Investment Solutions Limited32886910/16/2026Part 1; Part 2 brochure; Form CRS
Vistamark Investments33530910/16/2026Part 1
Warner Wealth33487710/16/2026Part 1
Wave Wealth Planning, LLC31218510/16/2026Part 1; Part 2 brochure
Wealthcare Advisory Partners LLC17197610/16/2026Part 1
Weber Capital Management LLC10962410/16/2026Part 1; Part 2 brochure
Webster Wealth Advisors, Inc.11966410/16/2026Part 1
Wehling Investment Management33624910/17/2026Part 1; Part 2 brochure
Wespac Advisors, LLC14824210/16/2026Part 1; Part 2 brochure; Form CRS
William Blair & Company L.L.C.125210/16/2026Part 1; Part 2 brochure; Form CRS
Wolf Pine Capital33026110/16/2026Part 1; Part 2 brochure
Wright Wealth Strategies, LLC30428910/16/2026Part 1; Part 2 brochure; Form CRS

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