🏛️ Independent Fiduciary Directory
South Dakota Chartered Trust Directory
Filterable index of chartered fiduciaries regulated by the South Dakota Division of Banking. Independent scoring + methodology below. Free: core filters. Professional ($49/mo) unlocks advanced filters, CSV export, and verified deep profiles.
Last updated: 2026-08-26
Sources: SD Division of Banking filings · SDCL Title 51A-6A · Public disclosures
Methodology ↓
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| Institution ↕ | Charter ↕ | Score ↕ | Min. ↕ | AUM Range | Specialties | Action |
|---|---|---|---|---|---|---|
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Independent Scoring & Methodology — Transparency
This directory is an independent educational index. No trust company pays for placement or rank. Scoring is intended for diligence, not a recommendation. Verify all details with counsel and the SD Division of Banking.
Weighted factors (100 pts)
- Regulatory standing & pledge compliance — 30
- Longevity & examination history — 25
- Specialty breadth & volume — 20
- Asset transparency (public vs PTC) — 15
- Directed / Quiet capability — 10
Data sources & cadence
- SD Division of Banking chartering & annual reports
- SDCL 51A-6A filings (capital, pledge, exams)
- Institution public disclosures & site verification
- Last verified: 2026-08-26 · Next review: quarterly
What’s gated
- Advanced filters (AUM / specialty / threshold)
- CSV export of filtered results
- Verified deep profiles (contacts, PTC notes, filing excerpts)
Disclaimer: Educational resource, not legal/tax/fiduciary advice. Trust, estate, and tax rules are fact-specific and change. Consult licensed counsel, CPA, and regulated trustee before acting. AUM ranges are public approximations or marked “Undisclosed (PTC)” for private companies.