STRATA Trust Company
7901 Woodway Dr Waco, TX 76712
866.928.9394
Regular Member
Member Since: 2009
Original Join Date: 2009
Organization Overview
With offices in Austin and Waco, Texas, STRATA operates as a Texas-chartered trust company with
direct oversight by the Texas Department of Banking. Backed by a tradition of independence, STRATA is a company with an exceptional growth story. Led by a seasoned team with over 350 years in the alternative asset custody and self-directed IRA space, our customers and business providers experience a clear difference in our approach to IRA custody.
• Founded in 2008
• Subsidiary of Horizon Bank Texas, SSB, headquartered in Austin, TX
• IRA custodian regulated by the Texas Department of Banking–Texas trust charter
• Independent annual audits conducted to ensure IRA compliance and data security
• Compliance with IRS and DOL statutory requirements
• Compliance with federal BSA/AML, CIP and Patriot Act rules and requirements
• 350 years of collective experience
• 75+ employees with 75% of roles customer-facing
• Specializes in the custody of alternative investments and non-exchange traded investments
• Serving both individual investors and the financial services industry
• Nationwide service
• Business and Board member of Retirement Industry Trust Association (RITA)
Grounded in deep values, STRATA delivers the responsive, client-first support financial professionals need. Our team is committed to timely responses, transparent flat fees, and streamlined digital processes that make account opening, funding, and investment direction seamless.
direct oversight by the Texas Department of Banking. Backed by a tradition of independence, STRATA is a company with an exceptional growth story. Led by a seasoned team with over 350 years in the alternative asset custody and self-directed IRA space, our customers and business providers experience a clear difference in our approach to IRA custody.
• Founded in 2008
• Subsidiary of Horizon Bank Texas, SSB, headquartered in Austin, TX
• IRA custodian regulated by the Texas Department of Banking–Texas trust charter
• Independent annual audits conducted to ensure IRA compliance and data security
• Compliance with IRS and DOL statutory requirements
• Compliance with federal BSA/AML, CIP and Patriot Act rules and requirements
• 350 years of collective experience
• 75+ employees with 75% of roles customer-facing
• Specializes in the custody of alternative investments and non-exchange traded investments
• Serving both individual investors and the financial services industry
• Nationwide service
• Business and Board member of Retirement Industry Trust Association (RITA)
Grounded in deep values, STRATA delivers the responsive, client-first support financial professionals need. Our team is committed to timely responses, transparent flat fees, and streamlined digital processes that make account opening, funding, and investment direction seamless.