South Dakota · Public trust company
Alta Trust Company
Services offered
- Administrative / directed trusteeship as described by the firm
- Investment trustee and distribution trustee seats as listed
- Personal-trust administration and advisor / attorney partnership as marketed
- Collective investment trusts and private-fund trustee work as marketed on the advisor-platform pages
Who it is for
- Advisors, attorneys, and families who want a South Dakota administrative or directed seat while the advisor keeps the investment book, as described on Personal Trusts
- Financial professionals the firm describes as former-advisor partners who continue managing assets
- Advisors seeking CIT or private-fund structures — disclosed here, not the personal/directed listing thesis
Sourced facts
- On the South Dakota Division of Banking roster of trust companies chartered to do business in South Dakota as of September 2026 as Alta Trust Company, credential TC.036-2, public TC.2, first issuance 6 February 2008, at 3500 S Phillips Ave., STE 201, Sioux Falls, SD 57105.
- Firm footers and the privacy notice publish 9380 Station Street, Suite 450, Lone Tree, CO 80124, phone 303.996.3781, email info@trustalta.com. The privacy notice also lists a Washington office at 917 Shaw Street, Puyallup, WA 98372, and a Sioux Falls phone 605-271-1377. This listing uses the roster street for the South Dakota address.
- The privacy notice states Alta Trust is a South Dakota chartered trust company located in South Dakota with trust service offices in Colorado and Washington.
- The Personal Trusts page describes an administrative (or directed) trustee seat and also offers Investment Trustee and Distribution Trustee roles. It says Alta never competes with advisors. It also says “Since 2007, Alta has worked with individuals and families.” The advisor-platform page says founded in 2008.
- The same advisor-platform page markets Collective Investment Trusts, Private Funds, and Personal Trusts to investment advisors. This listing is the South Dakota personal / directed-trust seat and notes those other product lines without treating them as the appointment.
- Personal Trusts compares Alta’s fees qualitatively to family members, professional trustees, and banks. This listing cites that the firm discusses fees and does not reprint or invent amounts.
Notes
Alta Trust Company is on the South Dakota Division of Banking September 2026 roster as a public trust company (TC.036-2), first issued 6 February 2008, at 3500 S Phillips Ave., STE 201, Sioux Falls.
The personal-trust story is directed / mixed. Personal Trusts lists an administrative (or directed) trustee seat — accounting, statements, South Dakota situs if desired, administration as directed — and also Investment Trustee and Distribution Trustee. Why South Dakota and About cite Directed Trusts among the state’s advantages. The same firm markets Collective Investment Trusts and private funds to advisors. The privacy notice describes a South Dakota charter with Colorado and Washington offices. Confirm which office administers and that the South Dakota charter is the signer. This page does not invent fees or AUM.
What to verify next
Confirm credential TC.036-2 and that Alta Trust Company — not a Lone Tree or Puyallup letterhead — is the appointed South Dakota trustee. Get the seat in writing. The firm publishes an administrative (or directed) trustee role and separately offers Investment Trustee and Distribution Trustee. Ask which office (Sioux Falls, Lone Tree, or Puyallup) will administer the file. The advisor-platform pages also market Collective Investment Trusts and private funds; say so if that is the engagement, and do not treat those product lines as the personal-trust appointment. Personal Trusts discusses fees only qualitatively; request a current schedule and do not invent dollars. Omit AUM.
Sources
State file: South Dakota trust companies · South Dakota directed trustees · Other South Dakota listings