Option Financial, LLC serves as a passive, third-party custodian for self-directed retirement accounts, such as Self-Directed IRAs (SDIRAs) and Solo 401(k)s. The company's primary business is to enable individuals to use their retirement funds to invest in alternative assets that are not typically available through traditional brokerage firms, including real estate, private placements, precious metals, and cryptocurrency. They do not provide investment advice or sell investment products, focusing solely on the administration, record-keeping, and custodial duties required by the IRS for these specialized accounts.

Founded in

United States