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EXPECT EQUITY LLC

PIKESVILLE, MD · CRD 324496 · IAPD ↗ · 443-843-0862

$167.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — EXPECT EQUITY LLC (PIKESVILLE, MD) is newly SEC-registered with $167.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.