Financial Advisors

WE ARE MORE THAN ADVISOR FRIENDLY. WE ARE ADVISOR DIRECTED.

Capital First Trust Company delivers high quality service in the administration of Advisor Directed Trusts. We understand and respect the hard earned, time tested, and trusted relationships financial advisors enjoy with their clients. As the administrative trustee of an Advisor Directed Trust, Capital First enables financial advisors to continue the serve their clients through all life's stages from wealth accumulation to retirement and finally wealth distribution. Our services are designed to accommodate an open architecture investment structure where the financial advisor's ability to meet their clients specific needs without oversight or investment restrictions placed by the trustee. In short, the assets stay where they belong...with the trusted financial advisor who knows and understands their client.

WHAT IS AN ADVISOR DIRECTED TRUST?

Learn more about how to set up an Advisor Directed account at Capital First Trust Company.

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TRUSTS WITH CAPITAL FIRST ADHERE TO SOUTH DAKOTA'S TOP-RANKING TRUST LAWS.

Learn more about the advantages of having your trust at Capital First Trust Company under South Dakota trust laws, considered the highest-rated trust situs in the nation offering superior asset protection.

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GETTING

STARTED

Learn more about the steps we take at Capital First Trust Company to set up a beneficiary account for advisor directed trust administration services.

FINANCIAL ADVISORS PRODUCT OVERVIEW

ADVISOR
DIRECTED

TRUST

Capital First Trust Company understands and respects the hard-earned and trusted relationship trust clients have with their financial advisor.

SPECIAL
NEEDS

TRUST

Capital First Trust Company is an industry leader in the Special/Supplemental Needs Trust community. We have the experience and skill required to effectively administer these specialized trusts.

TRANSFERRING
EXISTING

TRUSTS

Transfer a preexisting trust to Capital First and begin benefitting from our Advisor Directed trust services.

FORMS
AND

BROCHURES

Forms and Brochures may be viewed and downloaded here. We look forward to working with you!

FREQUENTLY
ASKED

QUESTIONS

Not everyone has over twenty years in the trust industry. We are here to answer your Financial Advisor questions. Here we've included some of our most frequently asked questions, but don't hesitate to contact us for any additional inquiries you might have.