EVERY SECURITIES LLC

RIASEC RegisteredEst. 2024
Total AUM
$123M
Discretionary
$123M
100% of AUM
Avg account
$852K
Accounts
144
Employees
4
Advisory reps
2

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 69%, US Government Bonds 31%69%
  • Cash & Cash Equivalents69%
  • US Government Bonds31%

Owners & executives

1 of 1
  • rajeev behera

    Co-Founder and CEOCRD 7986974

Contacts

1 of 1
  • Richard Bachman

    CCOCRD 8114326

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth