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 126–150 of 183. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Power Wealth Management31510111/06/2026Part 1
Precise Investment Management, Inc.28255711/06/2026Part 1; Form CRS
Promethos Capital, LLC30091511/06/2026Part 1; Part 2 brochure; Form CRS
Prosperitas Financial, LLC31576811/06/2026Part 1
Puente Wealth34330711/06/2026Part 1; Part 2 brochure
Raymond James & Associates, Inc.70511/06/2026Part 1
Rcplanners29836911/06/2026Part 1; Form CRS
Reliant Wealth Advisory33989711/06/2026Part 1; Part 2 brochure
Retirement Planning Consultants Inc.31092511/06/2026Part 1
Revelation Capital Management, LLC17111411/06/2026Part 1
RIA Advisory Group, LLC15256611/06/2026Part 1; Part 2 brochure
Royal Stone Wealth Management34454311/06/2026Part 1; Part 2 brochure
Runey & Associates Wealth Management17127111/06/2026Part 1; Part 2 brochure; Form CRS
Saltbox Financial LLC13088211/06/2026Part 1; Part 2 brochure; Form CRS
Samalin Wealth14221411/06/2026Part 1; Form CRS
Sedg Financial Services Corp.15548811/06/2026Part 1
Segment Wealth Management, LLC16487711/06/2026Part 1; Part 2 brochure
Shade Tree Advisors LLC28990511/06/2026Part 1; Part 2 brochure; Form CRS
Shepherd Financial28862311/06/2026Part 1
Skyoak Wealth29956411/06/2026Part 1; Form CRS
Slope Advisors LLC34297311/06/2026Part 1; Part 2 brochure
Sovereign Financial Group, Inc.29431411/06/2026Part 1; Form CRS
Sprout Capital Management, LLC28635911/06/2026Part 1; Part 2 brochure
Spruceview Capital Partners LLC17196311/06/2026Part 1
Sterling Bridge Financial Group LLC30440911/06/2026Part 1; Form CRS

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