# Expand Financial Group, LLC

Expand Financial Group, LLC is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser
- **Assets under management:** $113.5M regulatory AUM (Form ADV, May 2026)
- **Website:** expandfinancialgroup.com

## Regulatory record

- **CRD number:** 293160
- **SEC file number:** 801-134940
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-01
- **Reports private funds:** No

## About

Expand Financial Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 293160, SEC file 801-134940). Its Form ADV filed on 1 May 2026 reports $113.5M in regulatory assets under management across 745 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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