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Expand Financial Group, LLC

● SEC registered since 2026CRD 293160SEC# 801-134940
Export (members)
Reg. AUM
$106.8M
Employees
11
Accounts
710
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 $106.8 million in regulatory assets under management and employs 11 people.
expandfinancialgroup.comView on SEC.gov ↗

Expand Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Jay Bennett ControlManaging Member & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Expand Financial Group, LLC manage?

Expand Financial Group, LLC reports $106.8 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

Phone916-521-5451
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$88.5M
Non-discretionary$18.3M
Total (RAUM)$106.8M