Equitytrust

Overview

Equitytrust is a small, equity-focused advisory practice serving individual and family clients through fee-based portfolio management. Structured as a sole proprietorship with an individual owner, the firm runs a concentrated business model: nearly all client assets are managed on a discretionary basis and the investment mandate centers on exchange-traded equities. The advisory relationship is typical of a high-touch boutique RIA: a modest client roster, AUM-driven fees, and customized portfolio management for individuals and small businesses rather than institutional pension consulting. The firm does not position itself as an ESG investor and does not operate across multiple states. Its activities are limited to portfolio management, with an emphasis on liquid, listed equity exposure delivered through separately managed accounts and mutual fund wrappers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices