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Equity Financial Trust Company

Equity Financial Trust Company logo
📍 Westlake, Ohio
🇺🇸 US

Equity Trust Company is a leading custodian of self-directed IRAs and other tax-advantaged accounts, enabling individuals, advisors and institutions to hold alternative assets such as real estate, private equity, precious metals and private debt. Privately held by the Desich family, it added self-directed IRA custody in 1983. It reports roughly 359,000 accounts and about $72 billion in assets under custody and administration, and operates an institutional arm, Equity Institutional.

Services & Coverage
United Statesreal estateprivate equityprecious metalsprivate debtcryptocurrency
self-directed-iracustodytrust-companyalternative-assetsretirement-accountsprivate-equity

🏛 Regulatory Status

State-chartered trust company / IRS-approved non-bank IRA custodianLicense #
in LinkedIn
Company Info
Founded 1974
Size Large
Key Executives
George Sullivan (Chief Executive Officer)