With offices in Austin and Waco, Texas, STRATA Trust Company (“STRATA”) has quickly catapulted to become a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs. Founded in 2008, STRATA has been helping investors use their retirement account funds to invest in private equity and debt, real estate, hedge funds and much more.
Innovative solutions can be tailored to meet the needs of investment advisers and platforms of every size. Today, STRATA serves over 35,000 individuals nationwide with over $2 billion in assets under custody.
Led by a seasoned management team with over 150 years of collective experience, STRATA’s understanding in handling the details and complexities that alternative investments require is unrivaled. With a well-established reputation for honesty and integrity, STRATA stands out among other trust companies by delivering a superior service experience through leveraging innovative technology solutions.
At STRATA, we work to ensure that the highest standards for safety and soundness are met. As a subsidiary of Horizon Bank, SSB, STRATA is a Texas-chartered trust company regulated by the Texas Department of Banking, which has long set the benchmark among state banking regulators. Strict controls are in place to ensure the safety of uninvested cash and independent auditors are retained to conduct regular audits of our operations.
7901 Woodway Dr
Waco, TX 76712
|Year Founded||Sector||Structure||Senior Executives|
|2008||–||–||Kelli Click, President
Jeff Thompson, Chief Operating Officer
Michele Maruri, Chief Financial Officer
Will Pascarella, Chief Technology Officer
Anthony Carl, Vice President – Compliance and Risk Management