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Business Profile

Trust Company

Equity Trust Company

Headquarters

BBB Accredited BusinessA+Rated by BBB
Visit Website(888) 382-4727Email BusinessWrite a Review

About

Overview

Headquarters

Equity Trust Company

1 Equity Way

Westlake, OH 44145-1050

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

Find a Location

Equity Trust Company has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    BBB Accreditation & Rating

    Equity Trust Company is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    More InformationWhy choose a BBB Accredited Business?

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    About This Business

    Equity Trust Company is a financial services company.

    BBB Accredited Since: 1/30/2024

    Years in Business: 52

    Products and Services

    Equity Trust Company is a financial services firm and non-bank custodian that enables individual investors, financial professionals, institutions, and platforms to diversify portfolios through self-directed accounts and alternative investments. The company provides custodial and directed trustee services, RIA back-office solutions, brokerage services, and account administration across self-directed options like Traditional and Roth IRAs, Solo 401(k)s, HSAs, and CESAs. Their services support a broad range of asset classes, including real estate, private equity, private lending, cryptocurrency, precious metals, futures/forex, and tax liens, alongside traditional stocks and mutual funds.

    Photos and Videos

    Business Details

    Local BBB:
    BBB Serving Greater Cleveland
    BBB File Opened:
    11/1/1988
    Business Started:
    1/1/1974
    Business Started Locally:
    3/3/2003
    Business Incorporated:
    2/11/2003
    Type of Entity:
    Corporation
    Business Management:
    Mr. George Sullivan, President and CEO
    Candice Capoziello, Legal Counsel

    Additional Contact Information

    Principal Contacts
    Mr. George Sullivan, President and CEO
    Customer Contacts
    Candice Capoziello, Legal Counsel
    Dan O'Neil, Chief Marketing Officer
    Fax numbers
    Other Fax: (440) 366-3750
    Additional Phone Numbers
    Other Phone: (855) 233-4382
    Other Phone: (888) 925-1578
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Additional Information

    Other Resources
    Ohio Department of Commerce / Division of Financial Institutions
    77 South High Street, 21st Floor
    Columbus OH 43215
    Phone Number: (614) 728-8400
    Fax Number: 614-728-0380
    http://www.com.ohio.gov/fiin
    [email protected]
    Business Categories
    Trust Company, Financial Services, Retirement Planning Services

    Latest Reviews

    • Liz K

      "Our actual gold and silver was sold and in Equity Trust account in cash value on August 1, 2026. The funds (in CASH waiting transfer) sat in account for 26 days." ... Read full review

    • Barry B

      "Bad customer service , high fees and charge you to leave the company."

    • Marianne H

      "Equity Trust did not implement our wishes to sell the gold in our account with them to our precious metals dealer. They asked us to submit a form and a price quote from our precious metals dealer." ... Read full review

    View all Reviews

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