Every Securities LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 333167
- Registered since
- December 2, 2024
- Website
- www.every.io
- 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 a limited liability company registered with the SEC in 2024 and classified as an institutional registered investment adviser. The firm reports a primarily institutional client base but also provides portfolio management services for individuals, small businesses, and for businesses or institutions. Ownership is indicated as a mix of a domestic entity and an individual. Compensation is a blend of percentage-of-AUM and fixed fees. The firm does not identify as a capital allocator and is not listed as an active ESG investor. It is not a multi-state adviser, does not act as a pension consultant, and has no related adviser noted. Advisory activity centers on discretionary portfolio management rather than manager-of-managers services.
Assets & Accounts
Investments & Alternatives
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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