Wealth manager, independent · McLean, VA
Activ8 Family Office LLC
SEC-registered investment adviser · CRD 337753 · SEC 801-134678
At a glance
Activ8 Family Office LLC is an SEC-registered investment adviser based in McLean, Virginia, with $1.5B in regulatory assets under management as of its Form ADV filed August 3, 2026. It reports 299 individual clients, 148 of them high-net-worth, holding an average of about $5.1 million each, and 25 employees. That ranks it 705th among the nation’s 5,657 independent wealth management RIAs and 19th of 151 in Virginia. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 978-870-0255activ8familyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #705 of 5,657
- Rank among all SEC RIAs
- #4,188 of 17,210
- Rank in Virginia
- #19 of 151
- Individual clients
- 299
- High-net-worth clients
- 148
- Accounts
- 1,844
- Discretionary
- 100% of AUM
- Employees
- 25
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Austin J. PhilbinChief Executive Officer
- Terrence R. LandryChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Activ8 Family Office LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 148 | $1.5B | 96% |
| Individuals | 151 | $52M | 3% |
| Corporations or other businesses | 88 | $9M | <1% |
Disciplinary disclosures
Activ8 Family Office LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗activ8familyoffice.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 2,467 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Hoerner Planning Group, LLCMiddleburg | $1.7B | 365 |
| Godsey & Gibb Wealth ManagementRichmond | $1.6B | 747 |
| Heartwood Wealth Advisors, LLCRichmond | $1.5B | 566 |
| WealthcrossingRichmond | $1.5B | 266 |
| D'orazio Wealth AdvisorsVienna | $1.4B | 291 |
| Acorn Financial Advisory Services, Inc.Reston | $1.4B | 2,584 |
Background
Questions
How much does Activ8 Family Office LLC manage?
Activ8 Family Office LLC reports $1.5B in regulatory assets under management across 1,844 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
How many clients does Activ8 Family Office LLC have?
It reports 299 individual clients: 148 high-net-worth individuals and 151 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Activ8 Family Office LLC headquartered?
Its main office is in McLean, Virginia. It reports 2 offices in total and 25 employees, 7 of whom perform investment advisory functions.
How does Activ8 Family Office LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Activ8 Family Office LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 3, 2026, it reports these amounts held: Fidelity ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Activ8 Family Office LLC a hybrid RIA with a broker-dealer?
Activ8 Family Office LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Activ8 Family Office LLC a fiduciary?
As an SEC-registered investment adviser, Activ8 Family Office LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Activ8 Family Office LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →