Material Changes
ADV Part 2 Material Changes — January 2026
A breakdown of 823 material change filings from January 2026: category distribution, top reasons, and firm-level detail tables.
Analysis and insights from Investment Adviser Public Disclosure filings, including ADV Part 2 material changes, category trends, and firm-level data.
A breakdown of 823 material change filings from January 2026: category distribution, top reasons, and firm-level detail tables.