South Dakota · Public trust company
Clermont Trust USA, LLC
Services offered
- South Dakota trust administration as marketed
- Pro-Advisor administration while the advisor keeps investment management and strategy, as described
- Agent-for-trustee bill/pay as described
- Estate settlement and administration services as listed
- Irrevocable and revocable trust administration as listed on the homepage
Who it is for
- Affluent individuals and family offices, as stated on the homepage
- Domestic and international affluent clients, as described in the client-value copy
- Advisory firms that want a South Dakota administrative seat without building an in-house trust platform, as the Pro-Advisor pages describe
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 Clermont Trust USA, LLC, credential TC.163-2, public TC.2, first issuance 17 April 2025, at 5010 E. Rosa Parks Place, Suite 102, Sioux Falls, SD 57110. First issuance in 2025 is thin operating history — disclose it.
- The homepage publishes that Sioux Falls address, phone 605-405-0500, and email contact@clermonttrustusa.com.
- The 8 July 2025 PR Newswire release from ACR Group, LLC announces the launch of Clermont Trust USA, LLC as a newly chartered South Dakota trust company. The same release states ACR Group, LLC is the holding company and a Delaware LLC, names Clermont Group (founded 1996) as an international affiliate, and names Royer Cooper Cohen Braunfeld partners among investors and board members.
- The homepage Approach section calls Clermont a South Dakota independent trust company and says it acts without the conflicts of interest often found in big-bank trust divisions. The South Dakota Advantage PDF repeats a no-proprietary-products, independent claim.
- The homepage and the November 2025 South Dakota Advantage PDF cite Directed and Delegated Statutes that allow clients to preserve relationships with existing advisors. The site also markets Pro-Advisor services (advisor keeps IM/strategy; Clermont administers) and an Agent for Trustee bill/pay option.
- The homepage CEO biography publishes prior-business assets-under-administration figures. Those marketing figures are omitted here.
Notes
Clermont Trust USA, LLC is on the South Dakota Division of Banking September 2026 roster as a public trust company (TC.163-2), first issued 17 April 2025, at 5010 E. Rosa Parks Place, Suite 102, Sioux Falls. That first-issuance date is thin operating history. The homepage publishes 605-405-0500 and contact@clermonttrustusa.com.
The 8 July 2025 ACR Group release names ACR Group, LLC as the Delaware holding company and discloses international Clermont Group Holdings plus law-firm affiliates. The homepage and South Dakota Advantage PDF cite Directed and Delegated Statutes and a no-proprietary-products independence claim, and the site markets a Pro-Advisor model (advisor keeps investment management; Clermont administers) plus Agent for Trustee bill/pay. Confirm the South Dakota charter is the signer and which seat is actually appointed. CEO prior-business AUA figures are omitted. This page does not invent fees or AUM.
What to verify next
Confirm credential TC.163-2 and that Clermont Trust USA, LLC — not ACR Group, LLC, not Clermont Group Holdings, and not a law-firm affiliate — is the appointed South Dakota trustee. First issuance is 17 April 2025; treat operating history as thin and ask who actually administers in Sioux Falls versus remote leadership. Get the seat in writing. The site cites Directed and Delegated Statutes, a Pro-Advisor model that leaves investment management with the advisor, and an Agent for Trustee bill/pay option — those are different appointments. The homepage claims independence and no proprietary products; confirm that against the ACR / Clermont Group / RCCB affiliations. Omit CEO prior-business AUA figures. Ask for a current fee schedule; do not invent fees. Omit AUM.
Sources
State file: South Dakota trust companies · South Dakota directed trustees · Other South Dakota listings