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Capital First Trust Company

Milwaukee, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

Capital First Trust Company is a Finance and Banking company based in Milwaukee, United States (US), founded in 1999, with 20-30 employees. Capital First Trust Company's profile is verified on Enterprise League.

Overview

Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts. Capital First administers over 2,500 trusts, including over 600 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.

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Contact Details

info@capitalfirsttrust.com

Milwaukee, United States (US), 700 W Virginia St

+2

Founded

1999

Employees

20-30

Keywords

#trust administration services

#wealth mangement services

#investments

#administration

#advisor directed trust administration

#corporate trustee

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