South Dakota · Public trust company
Expedition Trust Company
Services offered
- South Dakota trust administration under an open-architecture framework
- Directed and delegated trust structures as described by the firm
- Coordination with independent asset managers and other professionals
Who it is for
- Families, individuals, and select institutions seeking sophisticated trust solutions with open-architecture asset management
- Clients who want to keep preferred and existing trusted advisors
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 Expedition Trust Company, credential TC.086-2, public TC.2, first issuance 20 February 2014, at 435 S. Chapelle Street, Pierre, SD 57501.
- The homepage states Expedition Trust was launched to meet demand for sophisticated trust solutions with open architecture asset management, and that it provides client-first service that is independent, efficient, and transparent.
- The South Dakota advantages page says the firm provides personal and prompt trust services through an open architecture framework that encourages teamwork with independent asset managers and other professionals so clients can maintain and expand relationships with preferred advisors.
- The same page lists directed and delegated trust statutes among South Dakota benefits, including statutes enabling a special-purpose entity to act as trust protector, investment trust advisor, or distribution trust advisor.
- The contact page lists a Charlottesville, Virginia office at 310 4th Street NE, Suite 102, Charlottesville, VA 22902, and a Pierre office at the roster address. Published phones are 434-995-5833 and 605-224-1459.
- Leadership named on the contact page includes Mark T. Giles, Chairman; Paula F. Newcomb, President; and Todd J. Bernhard, CEO and Director (Pierre).
Notes
Expedition Trust Company is on the South Dakota Division of Banking September 2026 roster as a public trust company (TC.086-2), first issued 20 February 2014, at 435 S. Chapelle Street, Pierre.
The public model is open-architecture administration. The firm says clients keep preferred independent advisors, and its South Dakota advantages page names directed and delegated trust statutes. A second office is published in Charlottesville, Virginia. 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.086-2 and that Expedition Trust Company — not a Virginia office letterhead — is the appointed South Dakota trustee. Ask whether the seat is directed, delegated, or a broader administration engagement, and which office (Pierre or Charlottesville) will actually administer the file. The firm cites open architecture and directed/delegated statutes; get that split in the instrument. 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