First Capital Surety & Trust Company Email Format

Financial ServicesWisconsin, United States11-50 Employees

First Capital Surety & Trust Company operates as an independent, state-chartered fiduciary institution with its charter situs in South Dakota, enabling it to administer trusts across all fifty states. It serves as trustee and trust administrator for Settlement Trusts and Wealth Management Trusts, including financial and estate planning arrangements, and it oversees more than 1,100 trusts.

Based in Milwaukee, Wisconsin, the company operates within the financial services sector, offering fiduciary trust services. It provides trustee and administrator support for Directed Trusts, where assets are invested and managed by external entities such as RIAs, broker-dealers, or financial planners. This structure allows clients to leverage external investment expertise while First Capital maintains fiduciary oversight. The arrangement reflects a collaboration between external investment service providers and the fiduciary role.

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