Every Securities LLC

RIASEC RegisteredEst. 2024

Total AUM

$123M

Discretionary

$123M

100% of AUM

Avg account

$852K

Accounts

144

Employees

Advisory reps

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

FINTRX

Overview

Every Securities LLC is registered as an institutional registered investment adviser and operates as an LLC. The firm is positioned to provide portfolio management services to institutions and to businesses and individuals/small businesses, although its FINTRX classification lists its client base as institutional. It charges either a percentage-of-AUM fee or fixed fees. The adviser was SEC-registered in 2024 and is identified as a domestic entity/individual owner structure. FINTRX flags indicate it is not a multi-state adviser, not an active ESG investor, not a capital allocator, and does not provide pension consulting.