As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.
With an Equity Trust account you have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian.
As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 50+-year* track record of excellence is unmatched in the industry.
Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.
1974
Richard Desich founds a brokerage company, the business that will ultimately become Equity Trust Company
1983
The predecessor business is approved as a non-bank directed custodian for retirement by the IRS
1984
The first self-directed IRA real estate transaction is completed
1996
Custodial service added to include all 50 states
2003
Equity Trust Company is formed and obtains its trust charter
2009
Equity Trust Company acquires accounts from Texas-based Sterling Trust, the beginning of what is now known as Equity Institutional
2011
Equity Advisor Solutions is formed to serve the financial services industry
2014
Equity Trust opens its global headquarters in Westlake, Ohio
2015
Equity Trust Company acquires accounts from Delaware-based Principal Trust Company and Utah-based American Pension Services
2018
Equity Trust Company launches industry-leading online account management system myEQUITY
Innovative Digital Asset Platform launches, allowing Equity Trust clients to invest in cryptocurrency
using their IRAs
2021
Investment District online marketplace launches, making it easier than ever to find potential opportunities across a variety of asset types
2023
Equity Trust Company acquires Florida-based Midland Trust, expanding its capabilities and footprint
WealthBridge investment portal launches in myEQUITY, making it possible for Equity Trust clients to
invest in private market opportunities with a few clicks
2024
Equity Trust celebrates 50 years in financial services
The Equity Universal IRA is unveiled, enabling investors to hold traditional and alternative assets in one
IRA
Equity Trust introduces the Real Estate Checkbook IRA LLC
2025
Equity Trust reaches $72 billion in assets and 359,000 accounts under custody and administration (as of 03/31/2026)
To better serve our clients in a universal way, we will…
Excellence
Passion
Integrity
Collaboration
Equity Trust Company and its affiliates understand the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.
We recognize that diversity is not only a reality of our global economy, it is a distinct advantage that we value and welcome. Understanding and respecting the experiences and realities of all associates allows us to broaden our perspectives of our colleagues, our clients, and ourselves. It is our commitment to provide exceptional customer service to our diverse client base by nurturing and retaining a workforce that reflects the world in which we live.
Diversity, Equity, and Inclusion at Equity Trust
Let ’s talk about your financial future.
Schedule a one-on-one session with an experienced alternative investment counselor. We ’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
1 Equity WayWestlake, OH 44145
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© 2026 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 03/31/2026.
Terms of UsePrivacy PolicySite Map
© 2026 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 03/31/2026.
