Self Directed Ira Llc
Self Directed IRA LLC helps individual investors establish self-directed IRA LLC structures with checkbook control to invest retirement funds in alternative assets including real estate, cryptocurrency, and precious metals. Founded 2005, Henderson, Nevada.
- Company typePrivate
- Founded2005
- HeadquartersHenderson, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Self Directed Ira Llc does
Self Directed IRA LLC, founded in 2005 and headquartered in Henderson, Nevada, is a privately held professional services firm that assists individual investors with establishing self-directed IRA LLC structures that provide checkbook control over retirement funds. The company operates under the NCSI parent organization, is led by Tom Walker, and holds BBB A+ accreditation. Its customer base consists of self-employed individuals, small business owners, and alternative-asset investors seeking to deploy retirement capital into real estate, private lending, precious metals, cryptocurrency, and private equity outside the constraints of traditional custodians.
The firm's core product is the IRA LLC Formation Service, which includes state-specific entity registration, drafting of custom operating agreements compliant with IRS prohibited-transaction rules, custodian integration, and funding guidance. Adjacent offerings include a Solo 401(k) plan for owner-only businesses, a Real Estate IRA covering domestic and international property investments via a two-entity structure, Private Lending services for hard money and promissory notes, Precious Metals and Cryptocurrency IRAs, and a Roth IRA LLC variant. A public Solo 401(k) contribution calculator is also maintained. International real estate services extend to markets including Mexico, Costa Rica, and Panama with FATCA compliance support.
Revenue is generated through professional service fees on IRA LLC formations and related engagements. The go-to-market is sales-led and consultative: the company runs a free initial consultation funnel supported by a toll-free number (1-800-936-0872), an online booking system capturing investor area of interest, and content marketing across nine investment categories on its website. Specific pricing is not publicly disclosed; prospective clients must request a consultation quote. The company reports having established thousands of compliant structures since 2005 and serves a distributed long-tail base of individual investors nationwide.
Self Directed Ira Llc firmographics
Firmographics- Name
- Self Directed Ira Llc
- Legal name
- Self Directed IRA LLC
- Website
- https://selfdirectedira.org
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Self Directed IRA LLC helps individual investors establish self-directed IRA LLC structures with checkbook control to invest retirement funds in alternative assets including real estate, cryptocurrency, and precious metals. Founded 2005, Henderson, Nevada.
- Ownership category
- akta.pro rank
Self Directed Ira Llc industry classification
Industry- Product category
- Retirement Planning Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
- akta.pro secondary industry
- Tax-Aware Investment Planning (FSAEAAAE)
Keywords
Where Self Directed Ira Llc is headquartered
LocationHeadquarters
- HQ city
- Henderson
- HQ country
- United States
- HQ region
- North America
Markets served
Self Directed Ira Llc business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- IRA LLC Formation Services: The company assists with forming specialized LLCs for self-directed IRAs, including entity formation, operating agreement drafting, and custodian integration. Services include registering LLC in chosen state with IRS-compliant Articles of Organization, drafting custom IRA LLC Operating Agreements, helping open self-directed accounts with IRS-approved custodians, and guiding funding of the new LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Initial Consultation |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Self Directed Ira Llc product offering
Product offeringCore offering
Self Directed IRA LLC helps individual investors establish and support self-directed IRA LLC structures with checkbook control for alternative asset investments. Services include specialized LLC entity formation in the client's chosen state with IRS-compliant Articles of Organization, drafting of custom IRA LLC Operating Agreements, opening self-directed accounts with IRS-approved custodians, and funding the new LLC. The company also offers Solo 401(k) plans for self-employed individuals and provides guidance across real estate, private lending, cryptocurrency, and precious metals investments within retirement accounts.
Product overview
Self Directed IRA LLC offers a suite of retirement investment products centered on IRA LLC formation, providing checkbook control over retirement funds. The core offering is the IRA LLC Formation Service, which enables investors to form specialized LLCs for their IRAs. Related products include the Solo 401(k) Plan for self-employed individuals, Real Estate IRA for direct property investment, Private Lending for issuing loans from the IRA, Precious Metals IRA for physical gold, silver, platinum, and palladium, Cryptocurrency IRA for digital assets, and Roth IRA LLC for tax-free growth. A financial calculator tool is also provided for Solo 401(k) contribution planning. The company has operated since 2005 and is BBB A+ accredited.
Differentiator
Problem solved
Functional benefit
Products and services
- IRA LLC Formation Service Formation of a specialized LLC for self-directed IRAs, providing checkbook control over retirement funds for investing in alternative assets including real estate, private lending, and precious metals. Service includes registering the LLC in the client's chosen state with IRS-compliant Articles of Organization, drafting a custom IRA LLC Operating Agreement, opening a self-directed account with an IRS-approved custodian, and funding the LLC.
- Solo 401(k) Plan Retirement plan service for self-employed individuals and small business owners with no full-time employees, offering contribution limits up to $72,000 in 2026 (or $80,000 if age 50+), checkbook control over investments, Roth contribution options, and the ability to borrow up to $50,000 or 50% of account value penalty-free.
- Real Estate IRA Self-directed IRA investment service for residential, commercial, raw land, and international real estate with true checkbook control, enabling direct property purchases from the LLC checking account.
- Private Lending IRA IRA LLC service enabling investors to act as private lenders, issuing hard money loans, promissory notes, and mortgages with high interest rates back to their IRA.
- Precious Metals IRA Self-directed IRA investment service for physical gold, silver, platinum, and palladium with IRS-compliant storage at approved depositories.
- Cryptocurrency IRA IRA LLC service enabling investment in Bitcoin, Ethereum, and other cryptocurrencies with institutional exchange accounts and hardware wallet control.
- Roth IRA LLC Self-directed Roth IRA combined with LLC structure for tax-free growth on high-yield alternative assets including real estate development, private equity, and cryptocurrency.
- International Real Estate IRA Services IRA LLC service enabling U.S. investors to invest retirement funds in international real estate through a two-entity structure (USA IRA LLC + Foreign Entity), with FATCA compliance support for countries including Mexico, Costa Rica, and Panama.
Quantifiable outcome
- Contribute up to $72,000 in 2026 (or $80,000 if age 50+) with Solo 401k as both employee and employer
- +2 more outcomes
Companies that use Self Directed Ira Llc
Customer profileNamed customers31 records
Segments3 records
Ideal customer profiles3 records
Self Directed Ira Llc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Self Directed Ira Llc partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Self Directed Ira Llc competitors and assessment
Company assessmentDirect peers
- uDirect IRA Services: Self-directed IRA platform providing custodial services for alternative investments including real estate, promissory notes, and private equity, serving the same investor demographic.
- Checkbook IRA: Directly competing IRA LLC formation and checkbook control service, offering the same core value proposition of bypassing traditional custodian delays for alternative asset investing.
- Directed IRA: Self-directed IRA custodian and checkbook-control IRA (IRA LLC) formation specialist, directly competing in the same niche of IRS-compliant IRA LLC structures for alternative asset investing.
- New Direction IRA: Self-directed IRA custodian offering a wide range of alternative asset investments including real estate, private lending, and cryptocurrency, with comparable checkbook-control offerings.
- Rocket Dollar: Tech-enabled self-directed IRA platform offering Solo 401(k) and checkbook-control IRA accounts for alternative investments. Represents the digital-native threat to consultative IRA LLC formation services.
- IRA Financial Group: Specializes in self-directed IRA LLC and Solo 401(k) structures with checkbook control, competing directly in the same formation and advisory niche with similar alternative asset focus.
- The Entrust Group: Self-directed IRA administrator and custody provider enabling investment in real estate, private lending, precious metals, and private equity — directly comparable in product scope and target customer.
- Equity Trust Company: One of the largest self-directed IRA custodians in the US, offering self-directed IRAs for alternative assets including real estate, private equity, and precious metals. Direct competitor in the self-directed IRA formation and custody space.
Broad incumbents
- Strata Trust Company: Specialty self-directed IRA custodian offering a broad range of alternative asset investments, competing in the same customer segment but operating at larger scale as a broader custodian.
Emerging players
- Accuplan Benefits Services: Provides Solo 401(k) and self-directed retirement plan administration services with checkbook control, with a particular focus on real estate investors — a partial overlap with Self Directed IRA LLC's product suite.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Self Directed Ira Llc social profiles
Digital presenceSelf Directed Ira Llc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Self Directed Ira Llc leadership team
Management profileNumber of profiles
Profiles1 record
Self Directed Ira Llc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Self Directed Ira Llc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Self Directed Ira Llc
What does Self Directed Ira Llc do?
Self Directed IRA LLC helps individual investors establish and support self-directed IRA LLC structures with checkbook control for alternative asset investments. Services include specialized LLC entity formation in the client's chosen state with IRS-compliant Articles of Organization, drafting of custom IRA LLC Operating Agreements, opening self-directed accounts with IRS-approved custodians, and funding the new LLC. The company also offers Solo 401(k) plans for self-employed individuals and provides guidance across real estate, private lending, cryptocurrency, and precious metals investments within retirement accounts.
Is Self Directed Ira Llc a public or private company?
Self Directed Ira Llc is a private company. It is classified as corporate owned and is currently operating.
When was Self Directed Ira Llc founded?
Self Directed Ira Llc was founded in 2005. It employs 1 to 10 people.
Where is Self Directed Ira Llc based?
Self Directed Ira Llc is headquartered in Henderson, United States, in the North America region.
How does Self Directed Ira Llc make money?
One revenue line is on record: IRA LLC Formation Services.
Who are Self Directed Ira Llc's main competitors?
Direct peers on record are uDirect IRA Services, Checkbook IRA, Directed IRA, New Direction IRA, Rocket Dollar, IRA Financial Group, The Entrust Group and Equity Trust Company. Strata Trust Company is listed as a broad incumbent. Accuplan Benefits Services is listed as an emerging player.
Does Self Directed Ira Llc have an API?
No public API is recorded for Self Directed Ira Llc.
What industry is Self Directed Ira Llc in?
Self Directed Ira Llc's product category is Retirement Planning Services. Its primary akta.pro industry code is FSAEABAF, Retirement Plan Participant Advice & Managed Accounts, with a secondary code of FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 52592 and its SIC code is 6282.