# Advanta IRA

> Advanta IRA is a privately held self-directed retirement-account administrator based in Clearwater, Florida. Founded in 2003 by attorney and financial planner Jack Callahan, the company supplies the custody, recordkeeping, transaction processing, IRS reporting, and client support that let individuals and small-business owners place assets such as real estate, private loans, private placements, precious metals, and cryptocurrency inside tax-advantaged accounts. Advanta says it oversees $4 billion in client assets and differentiates itself through dedicated account managers, broad support for permissible alternative assets, and a large library of free educational content.

- **Founded:** 2003
- **Headquarters:** Clearwater, United States
- **Founders:** Jack Callahan (Founder and CEO)
- **Team size:** Approximately 55 employees; LinkedIn lists 51-200 employees and displayed 54 employees in 2026.
- **Products:** Self-Directed IRAs, Solo 401(k) Plans, Health and Education Savings Accounts, Qualified Recordkeeping, Checkbook IRA LLC Support
- **Notable:** Reported $4 billion in client assets under custody in 2026., More than 20 years in business since its 2003 founding., BBB-accredited business with an A+ rating as of 2026.

## Products & services

- **Self-Directed IRAs** — Administration for traditional, Roth, SEP, SIMPLE and inherited IRAs holding permissible alternative assets.
- **Solo 401(k) Plans** — Plan documents and tiered recordkeeping options for owner-only businesses, including a checkbook-control model.
- **Health and Education Savings Accounts** — Self-directed HSA and Coverdell ESA administration for tax-advantaged alternative investing.
- **Qualified Recordkeeping** — Alternative-asset recordkeeping within an existing pension, 401(k), cash-balance or other qualified plan in coordination with its third-party administrator.
- **Checkbook IRA LLC Support** — Administration for IRA-owned single-member LLC structures that provide direct transaction control, subject to applicable rules.
- **Education and Client Resources** — Weekly webinars, a podcast, articles, guides, case studies, videos, forms and continuing-education programs focused on self-direction and compliance.

## Achievements

- Reported $4 billion in client assets under custody in 2026.
- More than 20 years in business since its 2003 founding.
- BBB-accredited business with an A+ rating as of 2026.
- Expanded beyond Clearwater with service presence in Atlanta and the Carolinas.
- Built a weekly educational program spanning webinars, guides, articles and the Alternative Investing Advantage podcast.
- Founder Jack Callahan has taught continuing-education courses for legal, real-estate and accounting professional groups.

## Latest updates

- **2026-08** — Published analysis of proposed restrictions on very large retirement accounts.
- **2026-07** — Published new guides on funding and setting up self-directed IRAs for real-estate purchases.
- **2026-06** — Updated education on checkbook IRA LLC structures and housing legislation relevant to real-estate investors.
- **2026-01** — Released updated 2026 self-directed IRA and real-estate investor guides.
- **2025-08** — Produced a podcast special examining an executive order concerning alternative assets in 401(k) plans.

## Links

- Website: https://www.advantaira.com/
- LinkedIn: https://www.linkedin.com/company/advanta-ira
- Twitter/X: https://twitter.com/AdvantaIRA
- YouTube: https://www.youtube.com/playlist?list=PLHw6F7umujGCZa8DGYowu3HP3pDYaciS-
- Instagram: https://www.instagram.com/AdvantaIRA/
- Facebook: https://www.facebook.com/AdvantaIRA/

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Profile page: https://yespress.io/advanta-ira
Published by YesPress — https://yespress.io
Last updated: 2026-08-12