Fee-only adviser · Sacramento, CA
Every Securities LLC
Every Securities LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sacramento, California. On its latest Form ADV, filed March 27, 2026, it reports $123M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 333167 · SEC file 801-131410 |
| Office | 1401 21st ST Sacramento, CA 95811 |
| Phone | (628) 227-6078 |
| Website | www.every.io/treasury |
| Regulatory assets under management | $123M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sacramento
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- Towerpoint Wealth, LLC $561M
- Twin Rivers Wealth Management $122M
- Argos Wealth Advisors LLC $1.0B
- Strategic Advocates, LLC $34M
- Nix Wealth Management $82M
See all 25 fee-only advisers in Sacramento →
Nearby
- Gold River 2 firms
- Elk Grove 2 firms
- Fair Oaks 2 firms
- Roseville 13 firms
- Folsom 10 firms
- Rocklin 5 firms
- Granite Bay 5 firms
- Davis 2 firms
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