ADV disclosures

Balyasny Part 1 and brochure observations; 183 daily firm filing observations

From November 6 to 8, 2026, the total was 183 daily firm filing observations. Balyasny Asset Management L.P. was among the firms with Part 1 and brochure observations on November 6.

By Maya Chen··1 min read

The November 6–8, 2026, period included 183 daily firm filing observations. On November 6, Balyasny Asset Management L.P. had both a Part 1 observation and a Part 2 brochure observation.

Across the period, the observed categories included 183 Part 1 filings, 95 Part 2 brochures and 75 client relationship summaries. Categories can overlap, so these counts are not separate totals to add together. An observed document category does not establish that the document’s contents changed; the dates indicate when observations were recorded, not when firms submitted filings or regulators processed them.

ADV filing observations

The appendix lists all 183 daily firm filing observations from 11/06/2026 through 11/08/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 76–100 of 183. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Kaydan Wealth Management, Inc.10896411/06/2026Part 1; Form CRS
KCR Wealth Management, LLC17079811/06/2026Part 1; Part 2 brochure
Kessler Planning Group32791311/06/2026Part 1; Part 2 brochure
Kestra Advisory Services, LLC28333011/06/2026Part 1
Kestra Investment Management, Llc.31771111/06/2026Part 1
Kestra Private Wealth Services, LLC15519311/06/2026Part 1
KO Financial30917211/06/2026Part 1; Part 2 brochure
Kohr Investments30579611/06/2026Part 1; Part 2 brochure
Krishna Portfolio Management33448611/06/2026Part 1; Part 2 brochure
Latigo Peak Partners, LLC34442811/06/2026Part 1; Part 2 brochure
Liberty Wealth Management, LLC28600111/06/2026Part 1; Part 2 brochure
M4A3 LLC33617211/06/2026Part 1; Form CRS
Marsh Agency Retirement Advisors LLC4425411/06/2026Part 1; Part 2 brochure; Form CRS
Marsh Agency Wealth Advisors LLC15542611/06/2026Part 1; Part 2 brochure; Form CRS
Martin Investment Management, LLC10538111/06/2026Part 1
Mascoma Wealth Management17490711/06/2026Part 1; Form CRS
Maslow Wealth Advisors10772211/06/2026Part 1; Form CRS
MD Financial Advisors / Vestment Financial16877111/06/2026Part 1; Part 2 brochure; Form CRS
Mears Money Management27716311/06/2026Part 1; Part 2 brochure
Meira Wealth10864811/06/2026Part 1
Meridian Wealth Management, LLC15152311/06/2026Part 1; Form CRS
Midfield Private Wealth, LLC34325611/06/2026Part 1; Part 2 brochure; Form CRS
Moment Partners, LLC33269111/06/2026Part 1; Part 2 brochure; Form CRS
Monex Asset Management, Inc.14812311/06/2026Part 1; Form CRS
Morton Financial Advice LLC29353011/06/2026Part 1; Part 2 brochure

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