South Dakota · Public trust company
Keel Point Trust Company, LLC
Also used as KPTC.
Services offered
- Directed trusts as listed by the firm
- Delegated trusts as listed by the firm
- Discretionary fully managed trusts as listed by the firm
- Asset-protection, insurance, dynasty, purpose, and special-needs trusts as listed
- Custody and safekeeping, and agent to individual trustees, as listed
Who it is for
- Keel Point Family Office and Private Client families seeking South Dakota trusteeship integrated with those teams, as described by the firm
- Clients who want a corporate trustee for continuity, neutrality, or administrative capacity, as described on the KPTC page
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 Keel Point Trust Company, LLC, credential TC.161-2, public TC.2, first issuance 18 March 2025, at 212 S. Main Ave., Suite 163, Sioux Falls, SD 57104.
- The KPTC page uses Keel Point Trust Company (KPTC), says it is sited in South Dakota, and publishes The Keel Point Trust Company, 212 South Main Avenue, Suite 163, Sioux Falls, South Dakota 57104. This listing uses the roster street.
- The same page lists Directed Trusts and Delegated Trusts in the same menu as Discretionary Trusts—fully managed trusts. It markets KPTC as a corporate trustee and as a true “Independent Trustee” acting through Family Office and Private Client services teams.
- The Keel Point homepage describes an independent wealth and asset management firm and lists a Trust Company offering integrated with estate planning through Family Office and Private Client Services. Homepage marketing figures for assets under management and assets under administration are omitted here.
- First issuance is 18 March 2025. Operating history is newer and thinner than most names in this directory.
Notes
Keel Point Trust Company, LLC is on the South Dakota Division of Banking September 2026 roster as a public trust company (TC.161-2), first issued 18 March 2025, at 212 S. Main Ave., Suite 163, Sioux Falls. Firm pages also use KPTC.
This is a newer South Dakota affiliate of the Keel Point wealth and family-office platform. The KPTC page lists Directed Trusts and Delegated Trusts in the same menu as Discretionary fully managed trusts, and markets an Independent Trustee role delivered through Family Office and Private Client teams. Parent pages market investment management. Homepage AUM and AUA figures are omitted. Confirm the directed-versus-discretionary seat and that this 2025 charter — not a Keel Point advisory letterhead — is the signer. This page does not invent fees.
What to verify next
Confirm credential TC.161-2 and that Keel Point Trust Company, LLC is the appointed South Dakota trustee, not a Keel Point RIA or family-office letterhead. First issuance is 18 March 2025 — ask who actually administers in Sioux Falls and how thin the operating file is. Get the seat in writing. The firm lists directed, delegated, and discretionary fully managed trusts on the same page, and the parent markets investment management. Do not reprint homepage AUM or AUA figures. Ask for a current fee schedule; do not invent fees.
Sources
State file: South Dakota trust companies · South Dakota directed trustees · Other South Dakota listings