Capital First Trust Company Email Format

Financial ServicesWisconsin, United States51-200 Employees

Capital First Trust Company is an independent, South Dakota-chartered trust company operating in the financial services sector. It acts as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts, with a portfolio of more than 2,500 trusts, including more than 600 Special Needs Trusts, across the United States. The firm emphasizes specialized trust administration and customer service, assigning a dedicated Trust Officer to each beneficiary to foster a personal relationship and tailored service.

The company is based in Milwaukee, Wisconsin, and is described as a mid-sized firm. In early 2023, the company added Adam Stern as Senior Vice President-Trust Officer. The company’s client base includes beneficiaries and trusts nationwide, suggesting a nationwide service footprint.

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