Trustfirst
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 39057
- Registered since
- October 27, 1995
- Website
- www.trustfirst.com
Firm profile
FINTRXOverview
Trustfirst is organized as a corporation under individual ownership and presents itself as a small, specialist advisory entity. The firm reports active engagement with environmental, social, and governance (ESG) considerations in its investment process. Its public profile indicates a narrow operational footprint rather than a multi-state or multi-branch platform; several registry flags (e.g., not a capital allocator, not a pension consultant, not a related adviser) suggest a focused scope of services. Reported assets are held on a non-discretionary basis, which implies the firm acts primarily in an advisory or trust-administration capacity where client or trustee authorization is required for portfolio transactions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents11%
- Other1%
Contacts
1 of 1Donald Taylor
PresidentCRD 725947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 5908 Toole Dr
- Time zone
- CT (UTC-6)
- Office locations
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