US Capital Global announced a partnership with Equity Trust on October 26, 2026, intended to expand alternative investment access for independent registered investment advisers. The arrangement combines private-market offerings with custody and administrative services.

Key Takeaways

  • US Capital Global Securities will provide access to selected alternative investments, while Equity Trust will supply custody and administrative support.
  • Advisers can retain their existing custodians for traditional investments and maintain their client relationships and advisory fees.

How alternative investment access will work

US Capital Global said its broker-dealer affiliate, US Capital Global Securities, will provide access to selected private-market investments. Equity Trust will provide services including custody administration, reporting, cash management and client onboarding.

The firm reviews the securities it offers, focusing particularly on private credit and income-oriented investments. It also selectively introduces private equity opportunities that meet its underwriting standards.

What the arrangement means for advisers

Independent advisers can continue using their existing custodial relationships for traditional investments while accessing specialized services for alternative assets. They also retain control of client relationships, continue to provide advice and preserve their advisory fee arrangements, US Capital Global said.

The partnership is intended to address operational and custody challenges advisers face when adding alternative investments to client portfolios. Equity Trust said its assets under custody are approaching $100 billion.

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