Expand Financial Group, LLC
Expand Financial Group, LLC is an SEC-registered mass-market adviser with $113.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Expand Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293160, SEC 801-134940, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $113.5M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Employees
- 11
- Clients
- 320
- CRD
- 293160
- Ownership
- BENNETT, DAVID, JAY
How much AUM does Expand Financial Group, LLC have?
Expand Financial Group, LLC reported $113.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Expand Financial Group, LLC?
Disclosed owners and executives of Expand Financial Group, LLC include BENNETT, DAVID, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.