First Capital Surety & Trust Company (“First Capital”) is an independent state-chartered trust company with its charter situs being South Dakota. First Capital’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, First Capital may administer trusts in all fifty states and is trustee for more than 1,100 trusts. WEALTH MANAGERS First Capital serves as trustee and administrator for Directed Trusts (unbundled trusts) where the trust’s assets are invested and managed by an entity other than First Capital. These entities may be a R.I.A., broker dealer, financial planner or other investment service provider.
View Top Employees from First Capital Surety & Trust CompanyWebsite | http://www.firstcapitalsurety.com/ |
Revenue | $6.4 million |
Employees | 4 (3 on RocketReach) |
Founded | 1999 |
Address | 230 Wells Street Suite 402, Milwaukee, Wisconsin 53212, US |
Phone | (414) 276-1200 |
Fax | (800) 494-2429 |
Technologies | |
Industry | Financial Services, Investment Banking, Trust Administration Services, Finance, Wealth Mangement Services, Investments, Administration |
Web Rank | 25 Million |
Keywords | Trust Brochure Download, Capital First Bank Logo Svg |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The First Capital Surety & Trust Company annual revenue was $6.4 million in 2024.
3 people are employed at First Capital Surety & Trust Company.
First Capital Surety & Trust Company is based in Milwaukee, Wisconsin.
The NAICS codes for First Capital Surety & Trust Company are [52, 523].
The SIC codes for First Capital Surety & Trust Company are [62].