O
Options Best Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,500,000
Total clients
3
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$1,166,667
About
Options Best Financial provides discretionary portfolio management services tailored to high‑net‑worth individuals, creating written Investment Policy Statements that reflect each client’s goals, tax considerations, and risk tolerance. The firm manages a very small number of client accounts with approximately $3.5 million in discretionary assets under management.
The adviser uses fundamental analysis and implements a mix of long‑term, short‑term, and options trading strategies, documenting risk profiles and exercising discretion to execute trades on behalf of clients. Accounts are monitored regularly and the firm highlights the material risks associated with options and active trading in its disclosures.
Notably, the firm accepts performance‑based fees for qualified clients and applies a high‑water‑mark framework to those arrangements, an approach that is uncommon among peers and can create additional incentives the firm addresses in its allocation policies. The firm also requires clients to custody assets at a specific institutional custodian and participates in that custodian’s advisor program, which provides third‑party services and benefits that may influence brokerage selection.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$1 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
20.00% of capital appreciation with high water mark for qualified clients
Main office location
Options Best Financial
Gardnerville NV, United States
Number of offices
1
Most active in
Options Best Financial has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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