XPAND INVESTMENT LLC

XPAND INVESTMENT LLC is an SEC-registered investment adviser (CRD 317978). Regulatory assets under management: $900K.

Registration

• CRD: 317978
• Type: Registered investment adviser
• Phone: 8583140071
• Latest filing: 2026-06-10
• Regulatory AUM: $900K
• Discretionary AUM: $900K
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search