Expect Equity LLC: new SEC registration, $167M AUM, Pikesville, MD
Expect Equity LLC (Pikesville, Maryland): new SEC registration, $167M AUM, Pikesville, MD. Its amount of 167 is above the median of 134 (61st percentile). Dated 92 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 167 · 61th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 11 related MD NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Expect Equity LLC |
| Legal name | Expect Equity LLC |
| CRD | 324496 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Pikesville, MD, United States |
| Regulatory AUM | $167,197,447 |
| Accounts | 6 |
| Employees | 7 |
| Website | https://www.linkedin.com/company/100373947 |
| amount percentile | 61th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (12 MD records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Expect Equity LLC and 12 Maryland peers
- Maryland NewRiaPulse records like this one: 12
- Expect Equity LLC's amount: 61st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Maryland peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $167M under management.
- Website on file.
What is the NewRiaPulse record for Expect Equity LLC in Pikesville, Maryland?
Expect Equity LLC received SEC registration as an investment adviser (2026-08-05) with $167,197,447 in regulatory assets under management, based in Pikesville, MD.
How does Expect Equity LLC compare to other Maryland NewRiaPulse records?
Its amount of 167 sits in the upper half (61th percentile) of 1,149 records; the median is 134. It is 92 days old; check the official source for later updates before acting.
Expect Equity LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Expect Equity LLC | Pikesville, MD | 167 | 61st | 2026-08-05 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Maryland NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.