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Equity Trust Company

Industry-leading self-directed IRA custodian with $45 billion in assets under custody. 50 years in business (founded 1974). Family-owned by the Desich family. Enables individual investors to diversify through alternative assets including real estate, private equity, precious metals, crypto, and more. IRS-approved non-bank custodian since 1983.

Reputation & Trust

826 reviews
354000Users

Overview

Pricing Model
tiered

Products & Services

Equity Universal IRA

infrastructure

Combines traditional and alternative assets in one IRA platform. Access to both public markets (via linked brokerage) and alternative investments.

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Self-Directed IRA

infrastructure

Traditional self-directed IRA allowing investment in real estate, private equity, precious metals, crypto, and more

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Real Estate Checkbook IRA LLC

infrastructure

IRA-owned LLC providing checkbook control for real estate investments without custodian approval delays

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Equity Solo 401(k)

infrastructure

Solo 401(k) plan for self-employed with higher contribution limits, integrated banking, and advanced record keeping

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Company Information

Legal Name
Equity Trust Company
Headquarters
Westlake, OH, United States
Team Size
500+
Primary Timezone
EST

Founding

Founder
Richard A. Desich Sr.
Background
Over 40 years in securities industry. Nationally recognized authority on real estate, oil/gas investing, and non-traditional IRA investing. Author of Self-Directed IRAs: Building Retirement Wealth through Alternative Investing.

Competitive Analysis

Proposition: Universal IRA platform combining traditional and alternative investments in one account with integrated brokerage

Key Advantages
  • 50+ years in financial services
  • $81B AUC
  • 354,000 accounts
  • Universal IRA combining traditional and alternative
  • Integrated brokerage via ETC Brokerage Services

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