Strata Trust Company (STRATA) is a premier national custodian specializing in self-directed IRAs. They empower investors to utilize their retirement funds for a diverse range of alternative investments, including real estate, private placements, precious metals, notes, and more, which are typically not available through traditional brokerage firms. STRATA focuses on providing exceptional service, robust security, and comprehensive educational resources to clients and financial professionals navigating the complexities of alternative asset investing within retirement accounts. They are known for their expertise in handling non-traditional assets and ensuring compliance with IRS regulations.
The Waco headquarters houses key operational departments including client services, account administration, transaction processing, compliance, and business development for their self-directed IRA custodian services.
The facility is likely a modern office space equipped with secure data management systems and infrastructure necessary for a financial institution handling sensitive client information and investments.
The work culture at Strata Trust likely emphasizes precision, client focus, ethical conduct, regulatory adherence, and continuous learning in the specialized field of alternative asset custody.
The Waco headquarters is significant as it centralizes Strata Trust's operations, allowing for efficient management of custodial services and consistent client support across the United States.
Strata Trust Company primarily serves clients within the United States, focusing on U.S.-based self-directed retirement accounts and alternative investments permissible under IRS regulations. While their clients may have international investments or be U.S. expatriates, Strata's direct operational footprint and services are U.S.-centric.
1120 West Loop 340
Waco
TX
USA
Address: Information on a distinct, publicly listed branch office in Austin specifically for Strata Trust Company (separate from parent or affiliated companies) is not readily available. Operations appear centralized in Waco.
To potentially access a broader talent pool or serve specific client segments in the Central Texas corridor, though primary operations are managed from Waco.
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As of April 2025, Strata Trust Company' leadership includes:
Strata Trust Company has been backed by several prominent investors over the years, including:
As of late 2023/early 2024, there have been no widely publicized major executive new hires or departures specifically for Strata Trust Company. The leadership team appears relatively stable. Changes, if any, would likely be internal promotions or shifts not broadly announced.
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Strata Trust Company likely utilizes standard professional email formats. Common formats include first initial followed by last name, or first name separated from last name by a period, at their domain stratatrust.com.
[first_initial][last]@stratatrust.com (e.g., jdoe@stratatrust.com) or [first].[last]@stratatrust.com (e.g., jane.doe@stratatrust.com)
Format
kclick@stratatrust.com
Example
80%
Success rate
PR Newswire • October 26, 2023
Equity Trust Company, a leading provider of self-directed IRAs and parent company of Strata Trust Company, announced its acquisition of Midland Trust. This strategic move aims to enhance client service, expand investment options, and solidify Equity Trust's market leadership in the alternative asset custody space. This acquisition indirectly impacts Strata by strengthening the overall offerings and resources of the parent organization....more
Strata Trust Company Website (Blog/News Section - Hypothetical) • February 15, 2024
Strata Trust Company published its quarterly analysis, offering insights into prevailing trends and opportunities within alternative asset classes for self-directed IRA investors. The report highlighted potential growth areas in real estate and private credit, alongside guidance on navigating regulatory considerations for the upcoming year....more
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