Developer docs
API playgroundTry for free, no card

Search company profiles

Community First Trust

Full company profile

uuid0009pvy

Namestring
Community First Trust
Legal namestring
Community First Trust
Company typeenum
Private
Founded yearint
1998
Descriptiontext

Community First Trust is a privately held independent trust company headquartered in Arkansas, regulated by the Arkansas State Bank Department and identifying itself as the first independent trust company chartered in the state. The firm provides trust and estate administration, wealth management, financial planning, and specialized special needs trust services to individuals, families, and trustees across Arkansas. Its service portfolio spans revocable, irrevocable, charitable, special needs, and asset protection trusts; investment portfolio management with strategic asset allocation through securities and fixed-income funds; and CFP-guided financial planning covering retirement, education, Medicare, and estate topics.

The firm operates through five physical offices across Arkansas and the Texarkana region (Hot Springs, Hot Springs Village, Little Rock, Texarkana, and Magnolia), staffed by credentialed professionals including CPAs, Certified Trust and Financial Advisors, Certified Financial Planners, and dedicated trust officers at each location. Its go-to-market is relationship-led: clients are acquired through referrals from tax professionals, attorneys, and insurance agents, direct consultation CTAs, and community engagement channels including a LinkedIn presence and the HEART initiative run jointly with parent company Farmers Bank & Trust. The technology layer is non-proprietary and limited to third-party integrations: Morningstar for fund research and BDReporting/Fisglobal for client portal account access. No proprietary software, mobile application, or AI capabilities are disclosed.

Revenue is generated through two primary recurring streams, trust administration fees and investment management fees calculated on assets under management, supplemented by project-based or retainer financial planning fees. Pricing is not publicly disclosed and is determined during client consultations. The firm became a subsidiary of Farmers Bank & Trust, expanding the parent bank's Trust and Wealth Management capabilities while combining customer resources.

Short descriptiontext

Community First Trust is an Arkansas-based independent trust company offering trust and estate administration, wealth management, and financial planning services to individuals, families, and beneficiaries through five regional offices and CFP- and CTFA-credentialed staff.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersHot Springs Village, United States
HQ citystring
Hot Springs Village
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
trust administration services, estate management, wealth management, financial planning, special needs trusts
Industry3 codes
1Trust Administration & Fiduciary Accounting Services
CodeFSAAANAFPrimaryYes
2Personal & Family Trust Services
CodeFSAAANAAPrimaryNo
3Family Office Trust & Fiduciary Services
CodeFSAEAKAFPrimaryNo
NAICS code3 codes
  • Trust, Fiduciary, and Custody Activities523991
  • Trusts, Estates, and Agency Accounts525920
  • Portfolio Management and Investment Advice523940
Product category
Trust & Wealth Management Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Trust Administration Fees
TypeSubscription Recurring
Description

Fees for serving as trustee or co-trustee, managing distributions, paying bills, managing investments, and maintaining detailed reporting for various trust types including revocable, irrevocable, charitable, special needs, and asset protection trusts.

communityfirsttrust.com
2Wealth Management / Investment Management
TypeSubscription Recurring
Description

Portfolio management services with strategic asset allocation, diversification through securities and fixed-income funds, and periodic reviews. Revenue generated through investment management fees based on assets under management.

communityfirsttrust.com
3Financial Planning Services
TypeProfessional Services
Description

Comprehensive financial planning services including retirement planning, estate planning, education planning, Medicare guidance, and lifetime income strategies, delivered by Certified Financial Planner professionals.

communityfirsttrust.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Community First Trust is Arkansas' first independent trust company, providing trust administration, estate settlement, wealth management, and financial planning services to individuals and families. The firm acts as trustee or co-trustee, manages trust assets, executes distributions, and delivers investment portfolio management through diversified securities and fixed-income funds. Its offerings are delivered by a credentialed team of CPAs, CFTAs, CFPs, and wealth managers under Arkansas State Bank Department regulation.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Community First Trust offers a suite of financial services centered around trust administration and estate management. The core offerings include Trust & Estate Administration (handling various trust types including revocable, irrevocable, charitable, and special needs trusts), Wealth Management (investment portfolio management with strategic asset allocation), Financial Planning (CFP-guided comprehensive planning), and Special Needs Trust services. These services are designed to work together, with trust administration forming the foundation while wealth management and financial planning provide complementary expertise for growing and protecting client assets. The company positions itself as Arkansas' first independent trust company, offering personalized fiduciary services through a team of CPAs, CFTAs, CFPs, and wealth managers.

Product and service4 records
1Trust & Estate Administration
CategoryTrust & Estate Administration
2Wealth Management
CategoryWealth Management
3Financial Planning
CategoryFinancial Planning
4Special Needs Trust
CategorySpecial Needs Trust Services
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration3 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles15 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Community First Trust

Trust & Wealth Management Servicescommunityfirsttrust.com

Community First Trust is an Arkansas-based independent trust company offering trust and estate administration, wealth management, and financial planning services to individuals, families, and beneficiaries through five regional offices and CFP- and CTFA-credentialed staff.

What Community First Trust does

Community First Trust is a privately held independent trust company headquartered in Arkansas, regulated by the Arkansas State Bank Department and identifying itself as the first independent trust company chartered in the state. The firm provides trust and estate administration, wealth management, financial planning, and specialized special needs trust services to individuals, families, and trustees across Arkansas. Its service portfolio spans revocable, irrevocable, charitable, special needs, and asset protection trusts; investment portfolio management with strategic asset allocation through securities and fixed-income funds; and CFP-guided financial planning covering retirement, education, Medicare, and estate topics.

The firm operates through five physical offices across Arkansas and the Texarkana region (Hot Springs, Hot Springs Village, Little Rock, Texarkana, and Magnolia), staffed by credentialed professionals including CPAs, Certified Trust and Financial Advisors, Certified Financial Planners, and dedicated trust officers at each location. Its go-to-market is relationship-led: clients are acquired through referrals from tax professionals, attorneys, and insurance agents, direct consultation CTAs, and community engagement channels including a LinkedIn presence and the HEART initiative run jointly with parent company Farmers Bank & Trust. The technology layer is non-proprietary and limited to third-party integrations: Morningstar for fund research and BDReporting/Fisglobal for client portal account access. No proprietary software, mobile application, or AI capabilities are disclosed.

Revenue is generated through two primary recurring streams, trust administration fees and investment management fees calculated on assets under management, supplemented by project-based or retainer financial planning fees. Pricing is not publicly disclosed and is determined during client consultations. The firm became a subsidiary of Farmers Bank & Trust, expanding the parent bank's Trust and Wealth Management capabilities while combining customer resources.

Community First Trust firmographics

Firmographics
Name
Community First Trust
Legal name
Community First Trust
Website
https://communityfirsttrust.com
Company type
Private
Founded year
1998
Operating status
Operating
Headcount range
11–50 employees
Short description
Community First Trust is an Arkansas-based independent trust company offering trust and estate administration, wealth management, and financial planning services to individuals, families, and beneficiaries through five regional offices and CFP- and CTFA-credentialed staff.
Ownership category
akta.pro rank

Community First Trust industry classification

Industry
Product category
Trust & Wealth Management Services
NAICS
Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Portfolio Management and Investment Advice (523940)
akta.pro primary industry
Trust Administration & Fiduciary Accounting Services (FSAAANAF)
akta.pro secondary industries
Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

  • Trust administration services
  • Estate management
  • Wealth management
  • Financial planning
  • Special needs trusts

Where Community First Trust is headquartered

Location

Headquarters

HQ city
Hot Springs Village
HQ country
United States
HQ region
North America

Offices4 records

Markets served

Community First Trust business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Trust Administration Fees: Fees for serving as trustee or co-trustee, managing distributions, paying bills, managing investments, and maintaining detailed reporting for various trust types including revocable, irrevocable, charitable, special needs, and asset protection trusts.
  2. Wealth Management / Investment Management: Portfolio management services with strategic asset allocation, diversification through securities and fixed-income funds, and periodic reviews. Revenue generated through investment management fees based on assets under management.
  3. Financial Planning Services: Comprehensive financial planning services including retirement planning, estate planning, education planning, Medicare guidance, and lifetime income strategies, delivered by Certified Financial Planner professionals.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Community First Trust product offering

Product offering

Core offering

Community First Trust is Arkansas' first independent trust company, providing trust administration, estate settlement, wealth management, and financial planning services to individuals and families. The firm acts as trustee or co-trustee, manages trust assets, executes distributions, and delivers investment portfolio management through diversified securities and fixed-income funds. Its offerings are delivered by a credentialed team of CPAs, CFTAs, CFPs, and wealth managers under Arkansas State Bank Department regulation.

Product overview

Community First Trust offers a suite of financial services centered around trust administration and estate management. The core offerings include Trust & Estate Administration (handling various trust types including revocable, irrevocable, charitable, and special needs trusts), Wealth Management (investment portfolio management with strategic asset allocation), Financial Planning (CFP-guided comprehensive planning), and Special Needs Trust services. These services are designed to work together, with trust administration forming the foundation while wealth management and financial planning provide complementary expertise for growing and protecting client assets. The company positions itself as Arkansas' first independent trust company, offering personalized fiduciary services through a team of CPAs, CFTAs, CFPs, and wealth managers.

Differentiator

Problem solved

Functional benefit

Products and services

  • Trust & Estate Administration
  • Wealth Management
  • Financial Planning
  • Special Needs Trust

Companies that use Community First Trust

Customer profile

Segments4 records

Ideal customer profiles4 records

Community First Trust technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

Community First Trust partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Community First Trust competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Community First Trust social profiles

Digital presence

Community First Trust financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Community First Trust leadership team

Management profile

Number of profiles

Profiles15 records

Community First Trust funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Community First Trust M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Community First Trust

What does Community First Trust do?

Community First Trust is Arkansas' first independent trust company, providing trust administration, estate settlement, wealth management, and financial planning services to individuals and families. The firm acts as trustee or co-trustee, manages trust assets, executes distributions, and delivers investment portfolio management through diversified securities and fixed-income funds. Its offerings are delivered by a credentialed team of CPAs, CFTAs, CFPs, and wealth managers under Arkansas State Bank Department regulation.

Is Community First Trust a public or private company?

Community First Trust is a private company. It is classified as corporate owned and is currently operating.

When was Community First Trust founded?

Community First Trust was founded in 1998. It employs 11 to 50 people.

Where is Community First Trust based?

Community First Trust is headquartered in Hot Springs Village, United States, in the North America region.

How does Community First Trust make money?

Three revenue lines are on record. Trust Administration Fees are the primary driver. The others are wealth Management / Investment Management and financial Planning Services.

Does Community First Trust have an API?

No public API is recorded for Community First Trust.

What industry is Community First Trust in?

Community First Trust's product category is Trust & Wealth Management Services. Its primary akta.pro industry code is FSAAANAF, Trust Administration & Fiduciary Accounting Services, with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 523991.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales