Expand Financial Group, LLC
● SEC registered since 2026CRD 293160SEC# 801-134940
Reg. AUM
$113.5M
Employees
11
Accounts
745
Location
—
Expand Financial Group, LLC assets under management
Expand Financial Group, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $113.5 million in regulatory assets under management and employs 11 people.
Expand Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jay Bennett Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Expand Financial Group, LLC manage?
Expand Financial Group, LLC reports $113.5 million in regulatory assets under management on its Form ADV.
How many employees does Expand Financial Group, LLC have?
Expand Financial Group, LLC reports 11 employees.
Does Expand Financial Group, LLC disclose fund performance?
Expand Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 916-521-5451 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$113.5M▲ 6%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$113.5Mregulatory AUM
Discretionary $97.2MNon-discretionary $16.2M