EXPAND FINANCIAL, LLC

· CRD 152515

SEC-registered investment adviser since 2021 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$2.8bn
Main clients (by assets)Pension plans 97%, High net worth individuals 2%
Form ADV · 2026-09-23SEC adviser record

Kindinstitutions
Others nearbyWaco, TX

As an employer

Staff (Form ADV)6 · 6 in investment roles
Offices in1 country