# EXPAND FINANCIAL GROUP, LLC

EXPAND FINANCIAL GROUP, LLC of BURLESON, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 293160
- Type: SEC-registered investment adviser
- SEC file number: 801-134940
- Location: 11805 HASSOP LANE, BURLESON, TX, 76028
- Phone: 916-521-5451
- Latest filing: 2026-05-01
- Regulatory AUM: $113.5M
- Discretionary AUM: $97.2M
- Non-discretionary AUM: $16.2M
- Clients: 11
- Accounts: 745

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Jay Bennett | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BENNETT DAVID JAY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-12-11 | regulatory | RENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE. | Final | $10K |
| 2021-11-15 | regulatory | THE ADVISER TRANSACTED BUSINESS AS AN INVESTMENT ADVISER IN PENNSYLVANIA WHILE NEITHER REGISTERED WITH THE PENNSYLVANIA DEPARTMENT OF BANKING AND SECURITIES NOR EXEMPT FROM REGISTRATION. | Final | $662 |


## Branch offices (5)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (406)209-6221 |
| — | — | 1 | (503) 550-5551 |
| SPRING HILL | TN | 1 | (916) 521-5451 |
| CORSICANA | TX | 1 | (916) 367-1087 |
| — | — | 1 | 5035505551 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293160/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293160/similar
- Related entities: https://search.stillhousedata.com/firm/293160/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293160

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.