South Dakota · Public trust company
National Advisors Trust of South Dakota, Inc.
Also used as NATSD.
Services offered
- Corporate directed trusteeship and unbundled trust administration as described by the firm
- Trust accounting, statements, tax reporting, and distributions as listed on Services
- South Dakota situs administration (dynasty, DAPT, privacy, and related structures as described)
- Complete trust-services menu as marketed under the National Advisors Trust brand
Who it is for
- RIAs and families who want to keep the investment book while a corporate trustee handles administration
- High-net-worth and ultra-high-net-worth clients of NATC’s advisor network who want South Dakota situs, as described on About Us
- Advisors using the dual national-plus-South-Dakota charter model — appointment entity NATSD for this listing
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 National Advisors Trust of South Dakota, Inc., credential TC.082-2, public TC.2, first issuance 10 May 2013, at 5132 S. Cliff Ave., Suite 3, Sioux Falls, SD 57108.
- Services and About Us publish that Sioux Falls address and phone 877.527.3476, plus National Advisors Trust Company headquarters at 11141 Overbrook Road, Suite 201, Leawood, KS 66211. This listing uses the roster street for the South Dakota company.
- About Us states the group is dual-chartered — a national trust charter that extends services into all 50 states, and this South Dakota state charter. It names NATSD as the state-chartered company for clients who want South Dakota jurisdiction. Do not appoint NATC on a South Dakota-situs instrument without confirming the signer.
- The same page says NATC was formed in 2001 by RIAs for RIAs and describes National Advisors Holdings, Inc. as sole owner of NATC, NATSD, and National Advisors Concierge Services. About Us also cites an approximate $8 billion assets-under-administration figure for NATC; that marketing AUA is omitted here.
- Services leads with a directed-trust model — unbundled administration so advisors keep investments. The 25 August 2024 Location Matters article describes South Dakota’s directed-trust statute and the split among investment, distribution, and administrative trustees.
Notes
National Advisors Trust of South Dakota, Inc. is on the South Dakota Division of Banking September 2026 roster as a public trust company (TC.082-2), first issued 10 May 2013, at 5132 S. Cliff Ave., Suite 3, Sioux Falls. Firm pages also use NATSD and the National Advisors Trust brand.
This is the South Dakota state charter of National Advisors Holdings / NATC, not the national charter. About Us states the group is dual-chartered and that NATSD exists for South Dakota situs. Services leads with a corporate directed-trust model and unbundled administration so advisors keep investments. NATC headquarters is published in Leawood, Kansas. Confirm the signer is this South Dakota company. About Us cites a marketing AUA figure for NATC; that figure is omitted. This page does not invent fees.
What to verify next
Confirm credential TC.082-2 and that National Advisors Trust of South Dakota, Inc. (NATSD) — not National Advisors Trust Company (NATC) and not a Leawood letterhead — is the appointed South Dakota trustee. The group publishes a dual national-plus-SD charter story; write the signer into the instrument. Get the directed seat in writing. About Us cites a marketing AUA figure for NATC; omit it. Ask which office (Sioux Falls versus Leawood) will administer. 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