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Firm profile

Expect Equity LLC

PIKESVILLE, MDCRD 324496Latest ADV June 29, 2026

Expect Equity LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pikesville, MD. Its latest Form ADV filing, dated June 29, 2026, reports $167M in regulatory assets under management, 7 employees, 3 offices, and 6 accounts.

Assets Under Management
$167M
Employees
7
Offices
3 offices
Total Clients
6
Primary office
PIKESVILLE, MD
1829 REISTERSTOWN RD., SUITE 350, PIKESVILLE, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOHallie D. Label
CCOJill R. Seidman

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$167Mas of June 29, 2026
Discretionary100.0%
$167M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$167M
Total Accounts6
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee1:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.