{
  "crd_number": 127412,
  "slug": "equitytrust-raynham-ctr-ma-127412",
  "primary_business_name": "EQUITYTRUST",
  "legal_name": "MCAULEY, THOMAS EDWARD",
  "dbas": [],
  "city": "Raynham Ctr.",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "39300",
  "metro": {
    "cbsa_code": "39300",
    "common_name": "Providence",
    "msa_name": "Providence-Warwick, RI-MA",
    "path": "/advisors/ri/providence"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1994-04-19",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-01-21",
  "carried_forward": false,
  "raum_total": 61173344.0,
  "raum_discretionary": 61173344.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8826631.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 52346713.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127412",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "RAYNHAM CTR.",
  "url": "https://advisorcensus.com/firm/equitytrust-raynham-ctr-ma-127412",
  "display_name": "Equitytrust",
  "summary": "Equitytrust is a state-registered investment advisory firm in Raynham Ctr., MA, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.",
  "citation": "AdvisorCensus. Equitytrust (CRD 127412): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Equitytrust compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Equitytrust reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Equitytrust located?",
      "a": "Equitytrust's principal office is in Raynham Ctr., MA, according to its Form ADV."
    },
    {
      "q": "Is Equitytrust registered with the SEC or a state?",
      "a": "Equitytrust is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 127412."
    },
    {
      "q": "How much does Equitytrust manage?",
      "a": "Equitytrust reports $61,173,344 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Equitytrust serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (15)."
    },
    {
      "q": "Does Equitytrust report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127412"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/equitytrust-raynham-ctr-ma-127412.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 8826631.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 52346713.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127412",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}