BBB Accredited Business Profile

STRATA Trust Company

STRATA Trust Company

(866) 928-9394

STRATA Trust Company

10 years in business
7901 Woodway Dr Ste 200
Waco, TX 76712-3898
Fax Numbers
  • (512) 495-9554
Additional Phone Numbers
  • (512) 637-5739
Additional Email Addresses
BBB File Opened: 07/07/2010
Business Started: 04/02/2008
Business Started Locally: 04/02/2008
Business Incorporated: 04/02/2008 in TX
Type of Entity
Business Management
  • Mr. Anthony Carl
  • Ms. Kelli Click, President
  • Mr. Jeff Thompson, COO
Business Category
  • Financial Services
Products & Services
Not applicable
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
Methods of Payment
  • Clients may pay their annual account fee by check, credit or debit card.
Refund & Exchange Policy: 
Individual retirement accounts, under federal law, have a 7-day revocation, so clients should revoke and close the account within 7 days.  We will review client situations on a case-by-case basis and may refund fees if warranted. As a matter of goodwill, we are willing to waive or refund a fee if due to an error on our part.
BBB accredited business



STRATA Trust Company is a top tier national custodian specializing in the custody of alternative assets and non-exchange traded investments. With over 34,000 accounts and $1.8 billion in assets under custody, STRATA works with investment professionals and platforms nationwide.

As a Texas-chartered custodian, we empower investors to reach their retirement goals by providing custody and administration of private LPs, LLCs, stock, real estate, hedge funds and more, primarily in self-directed IRAs. With a well-established reputation for honesty and integrity, STRATA is committed to delivering responsive, flexible and innovative custody and technology solutions.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

STRATA Trust Company

STRATA Trust Company


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