This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$113MItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$97.2M

Private client RAUM

$101MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$18.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

6

Offices

5Schedule D 1.F, beyond the principal office

Accounts

745

Individual clients

232

High net worth clients

65

SEC number

801-134940

CRD

293160

Filings on the tape

16

First filed

Mar 13, 2018

Latest filed

May 1, 2026

Organised

Limited Liability Company, TX

Website

expandfinancialgroup.com

• Occurred

  Mar 13, 2018
  First Form ADV filing

  Fpf, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a1b487f-20e7-c9eb-aacd-cac32229ea1a

First observed

Mar 13, 2018

Last observed

May 1, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.