Capital First

and you

Capital First Trust Company (“Capital First”) is an independent state-chartered trust company with its charter situs being South Dakota. Capital First’s business is to serve as trustee and trust administrator for Settlement Trusts and Wealth Management Trusts, i.e. financial and estate planning trusts. Pursuant to South Dakota statute, Capital First may administer trusts in all fifty states and is trustee for more than 1,100 trusts.


Capital First serves as trustee and administrator for Directed Trusts (unbundled trusts) where the trust’s assets are invested and managed by an entity other than Capital First. These entities may be a R.I.A., broker dealer, financial planner or other investment service provider.