AUMdb

Every Securities Llc

SEC-registered Investment Adviser · Small ($100M–$1B) CRD 333167 · SEC file 801-131410 · Sacramento, CA · www.every.io
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$123M
Discretionary
$123M
Clients
144
Avg AUM / client
$852K
Accounts
144
Employees
4

AUM over time

$0 $123M
Oct 2024 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $0
High net worth individuals Fewer than 5 clients $0
Banking or thrift institutions Fewer than 5 clients $0
Pension and profit sharing plans Fewer than 5 clients $0
Charitable organizations Fewer than 5 clients $0
State or municipal government entities Fewer than 5 clients $0
Other investment advisers Fewer than 5 clients $0
Insurance companies Fewer than 5 clients $0
Sovereign wealth funds and foreign official institutions Fewer than 5 clients $0
Corporations and other businesses 144 $123M 100.0%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Behera, Rajeev, Kumar Sole Member Of Every Securities Llc Aug 2024 (2y) ≈ 56.25% – 100% via Every Securities Llc
Jeffrey Mitchell Press Cco Sep 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Every Securities Llc Owner Aug 2024 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Behera, Rajeev, Kumar: 75% – 100% of Every Securities Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 990 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗