Self Directed Ira Llc

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.

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

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

• Self-directed IRA
• IRA LLC formation
• Retirement planning
• Alternative asset investing
• Checkbook control

Headquarters

HQ city

Henderson

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core 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

Named customers31 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct 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

• LinkedInlinkedin.com/company/self-directed-ira-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Self Directed Ira Llc