EVERY SECURITIES LLC
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 333167
- Registered since
- December 2, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Every Securities LLC is an SEC-registered limited liability company that provides discretionary portfolio management to a mix of institutional clients, businesses and individuals. The firm operates under a dual fee model that combines a percentage-of-assets charge with fixed fees, and it emphasizes liquidity management—cash and cash equivalents make up the single largest component of client portfolios. Every Securities LLC reports it is not an active ESG investor and does not act as a capital allocator, indicating the firm relies on externally managed vehicles rather than running pooled investment products of its own. Investment activity centers on traditional portfolio management complemented by selective use of third-party alternative managers. The advisory mandate spans both individual/small business accounts and mandates for institutions, with portfolios managed on a discretionary basis. The firm’s filing describes advisory services focused on tailored portfolio construction rather than running proprietary funds or pension consulting.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents69%
- US Government Bonds31%
Owners & executives
1 of 1rajeev behera
Co-Founder and CEOCRD 7986974
Contacts
1 of 1Richard Bachman
CCOCRD 8114326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 1401 21st St
- Time zone
- PT (UTC-8)
- Office locations
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