TRUSTFIRST

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
KNOXVILLE, Tennessee
CRD number
39057
Registered since
October 27, 1995

Firm profile

FINTRX

Overview

Trustfirst is a corporation registered with the SEC since 1995 that operates as a single-owner (individual-owned) advisory entity. The firm is flagged as an active ESG investor, indicating ESG considerations are part of its investment process or manager selection. It is not classified as a capital allocator and does not operate as a multi-state adviser, which suggests a relatively compact regulatory footprint. Other FINTRX fields indicate Trustfirst is not newly formed and does not list pension consulting or related-adviser activities. Limited public detail is provided about specific business lines or client segments beyond the ESG designation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Non-Exchange Traded Equities 19%, Cash & Cash Equivalents 11%, Other 1%69%
  • Public Funds/Mutual Funds69%
  • Non-Exchange Traded Equities19%
  • Cash & Cash Equivalents11%
  • Other1%

Contacts

2 of 2
  • THERESA NATIONS

    Registered AssistantCRD 1509378

  • DONALD TAYLOR

    PresidentCRD 725947

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth