# William Horsfall and Associates

> William Horsfall and Associates is a state-registered investment advisory firm, with no regulatory assets under management reported in its Form ADV filing dated February 25, 2026.

- CRD: 149792
- Filed as: WILLIAM HORSFALL AND ASSOCIATES
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149792
- AdvisorCensus page: https://advisorcensus.com/firm/william-horsfall-and-associates-149792

## Quick answers

**How is William Horsfall and Associates compensated?**
On its Form ADV (Item 5.E, October 2026), William Horsfall and Associates reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is William Horsfall and Associates registered with the SEC or a state?**
William Horsfall and Associates is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 149792.

**Does William Horsfall and Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149792

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William Horsfall and Associates (CRD 149792): Form ADV filing data as of October 2026.