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Strata Trust Company's Overview

Total employees85
HeadquartersWaco
Founded2008

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.

Where is Strata Trust Company's Headquarters?

Strata Trust Company officeStrata Trust Company officeStrata Trust Company officeStrata Trust Company office
*Images sourced via web search. Rights belong to original owners

HQ Function

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.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' operations would reflect Strata Trust's core values of integrity, expertise, client empowerment, and security in managing retirement assets.

Location:

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.

Street Address:

1120 West Loop 340

City:

Waco

State/Province:

TX

Country:

USA

Strata Trust Company's Global Presence

Austin, 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.

Buying Intent Signals for Strata Trust Company

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Strata Trust Company

As of April 2025, Strata Trust Company' leadership includes:

Kelli Click - President
Patrick Hagan - Chief Operating Officer
Michele L. Duncan - Chief Legal Officer & General Counsel
Debbie Holst - Vice President, Relationship Management

Investors of Strata Trust Company

Strata Trust Company has been backed by several prominent investors over the years, including:

Equity Trust Company (Parent Company)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

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.

Technology (Tech Stack) used by Strata Trust Company

Discover the tools Strata Trust Company uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Strata Trust Company Email Formats and Examples

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

News and media

PR NewswireOctober 26, 2023

Equity Trust Company (Parent of Strata Trust) Announces Acquisition of Midland Trust

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 Releases Q1 2024 Outlook on Alternative Asset Investments in IRAs

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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