# Expect Equity LLC

> Expect Equity LLC is an SEC-registered investment advisory firm in Pikesville, MD, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 324496
- Filed as: EXPECT EQUITY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pikesville, MD
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324496
- AdvisorCensus page: https://advisorcensus.com/firm/expect-equity-llc-pikesville-md-324496

## Quick answers

**How is Expect Equity LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Expect Equity LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Expect Equity LLC located?**
Expect Equity LLC's principal office is in Pikesville, MD, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Expect Equity LLC registered with the SEC or a state?**
Expect Equity LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 324496.

**How much does Expect Equity LLC manage?**
Expect Equity LLC reports $167,197,447 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**What types of clients does Expect Equity LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Expect Equity LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324496

**What changed in Expect Equity LLC's recent Form ADV filings?**
In the April 2026 filing data: Changed its office addresses in Washington, DC. Added an office in Burlingame, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $167,197,447
- Discretionary: $167,197,447
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $167,197,447 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Burlingame, CA
- Pittsburgh, PA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- expectequity.com
- LinkedIn @100373947

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | September 3, 2024 |
| October 2025 | Not reported | Not reported | March 28, 2025 |
| October 2026 | $167,197,447 | 7 | June 29, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in Washington, DC.
- Added an office in Burlingame, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Expect Equity LLC (CRD 324496): Form ADV filing data as of October 2026.