National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next.

We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country.

We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options.

At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades.

National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation.

Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances. 





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National Advisors Trust

James A. Combs, Jr.

Emily Troupe

Ken Tysick

Peggy Sizow

The Finance and Accounting Team at National Advisors Trust plays a crucial role in managing the company's financial health and ensuring compliance with regulatory standards. This team is responsible for financial reporting, budget management, and overseeing trust and investment portfolios, while also conducting risk assessments and maintaining compliance with banking regulations. Their expertise supports the organization's commitment to delivering exceptional trust services and protecting client wealth across generations.

Finance and Accounting Team

The Trust Management Team at National Advisors Trust is responsible for overseeing and administering trust accounts, ensuring compliance with legal and fiduciary obligations, and providing personalized support to families and advisors. With a deep understanding of trust services, team members collaborate to facilitate seamless transitions, manage specialized fiduciary matters, and deliver exceptional client experiences, all while upholding the company’s commitment to protecting and preserving wealth across generations.

Trust Management Team

The Leadership Team at National Advisors Trust is responsible for setting the strategic direction and vision for the company while ensuring alignment with its mission to empower advisors and families in trust management. Comprised of key executives, this team oversees operations, fiduciary practices, and technology initiatives, fostering a culture of quality service and compliance across the organization. Their collaborative efforts ensure that National Advisors Trust remains a trusted partner for wealth advisors and families, consistently enhancing the firm's reputation as an industry leader.

Leadership Team

The Information Technology Team at National Advisors Trust plays a crucial role in ensuring the security, efficiency, and reliability of the company's technological infrastructure. This team manages IT operations, oversees system performance, and implements innovative solutions that enhance service delivery for clients and advisors. By maintaining optimal technology operations and providing technical support, they empower the organization to deliver high-quality trust services while safeguarding sensitive financial information.

National Advisors Trust

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Teams

Finance and Accounting Team

Trust Management Team

Leadership Team

Information Technology Team

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