Activ8 Family Office provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Activ8 Family Office reports 387 clients. They include 151 individual clients, 148 high-net-worth individuals, and 88 corporations and other businesses. Of its assets, 99.6% ($1.54B across 1,557 accounts) are managed with discretion; $5.43M across 287 accounts are not. Of its clients, 9% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 3% |
| High-net-worth individuals | 38% | 96% |
| Corporations and other businesses | 23% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 151 | $51.7M | 3.4% | $342K |
| High-net-worth individuals | 148 | $1.48B | 96.1% | $10M |
| Corporations and other businesses | 88 | $9.09M | 0.6% | $103K |
| Total | 387 | $1.54B | 100% | $3.99M |
- Clients
- 151
- Regulatory AUM
- $51.7M
- AUM share
- 3.4%
- Avg. per client
- $342K
- Clients
- 148
- Regulatory AUM
- $1.48B
- AUM share
- 96.1%
- Avg. per client
- $10M
- Clients
- 88
- Regulatory AUM
- $9.09M
- AUM share
- 0.6%
- Avg. per client
- $103K
Total
- Clients
- 387
- Regulatory AUM
- $1.54B
- AUM share
- 100%
- Avg. per client
- $3.99M
- Clients outside the U.S.
- 9%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Activ8 Family Office charges up to 1.50% a year for its Holistic Client Management Program. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged hourly, at no more than $400 an hour, or as a flat fee from $2,500 to $100,000, set case by case in a signed agreement.
- Standalone Advisory Services
- Services outside the Holistic Client Management Program are negotiated per client, charged hourly at no more than $400 an hour or as a flat fee from a $2,500 minimum.
Activ8 Holdings LLC owns 75% or more of Activ8 Family Office and is in turn owned by Frank Zecca (25–50%). Austin Philbin is CEO; the leadership team includes Chief Compliance Officer Terrence Landry. It has 25 employees, 7 of them in advisory roles.
Leadership
- Austin PhilbinChief Executive Officer
- Terrence LandryChief Compliance Officer
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Timothy Alvarado
- Christopher Peter Anest
- Brett Michael Dimas
- Christopher John Legg
- Geoffrey Douglas Marsh
- Timothy J McFarland
- Keith Sean Packard
- Austin James Philbin
- Matthew Thomas Williams
- Frank Matthew Zecca JR
Staff
- 25 employees
- 7 in advisory functions
- 10 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Activ8 Family Office LLC
Activ8 Holdings LLC
Control person · since December 2025
- Owns 25% to 50% of Activ8 Holdings LLC
Frank Zecca
Control person · since December 2025
Christopher Legg
Managing member · Control person · since December 2025
Geoffrey Marsh
Managing member · Control person · since December 2025
Brett Dimas
Managing member · Control person · since December 2025
Austin Philbin
Managing member · Control person · since December 2025
Christopher Anest
Managing member · Control person · since December 2025
Keith Packard
Managing member · Control person · since December 2025
- Owns 10% to 25% of Activ8 Family Office LLC
Activ8 Investment Partners LLC
since December 2025
Besides its headquarters, Activ8 Family Office has 1 office, with 2 listed addresses in the U.S. and abroad.
Virginia · 1 listed address
- 1775 Tyson'S BLVD, 5th Floor, Suite 5175, McLeanHQ
International offices
- 20 ERB ST. W, WATERLOO, N2L 1T2, Canada
Contact and registration details
- Legal name
- Activ8 Family Office LLC
- Headquarters
- 1775 Tyson'S BLVD, 5th Floor, Suite 5175, McLean, VA 22102
- Website
- activ8familyoffice.com
- Phone
- 978-870-0255
- @activ8-family-office
- SEC file
- 801-134678
- Structure
- Delaware LLC
- Fiscal year end
- December
Activ8 Family Office uses Fidelity ($1.47B) as custodian for its separately managed accounts. Activ8 Family Office has custody of $395M in client assets for 270 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.47B100%
At year end, Activ8 Family Office’s separately managed accounts were largely in stocks (46%) and funds (34%).
What the accounts hold
- Stocks46%
- Funds34%
- Bonds12%
- State and local bonds11%
- Investment grade corporate bonds1%
- Cash1%
- Other7%
- Structured notes7%
How many clients does Activ8 Family Office have?
Activ8 Family Office has 387 clients and manages $1.54 billion for them, as of August 2026. They include 151 individual clients, 148 high-net-worth individuals, and 88 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Activ8 Family Office offer?
Activ8 Family Office provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Activ8 Family Office charge?
Activ8 Family Office charges up to 1.50% a year for its Holistic Client Management Program.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 3 August 2026
Which custodians does Activ8 Family Office use?
Activ8 Family Office’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.47B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Activ8 Family Office have?
Activ8 Family Office has 10 investment adviser representatives registered with state securities authorities, out of 25 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Activ8 Family Office invest in?
At the end of its last fiscal year, Activ8 Family Office’s separately managed accounts held 46% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 7% other, 1% investment grade corporate bonds and 1% cash and equivalents. The 7% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Activ8 Family Office?
Activ8 Family Office is owned through a holding company by Frank Zecca. Its direct owners are Activ8 Investment Partners LLC (10% to 25%) and Activ8 Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Activ8 Family Office get paid?
Activ8 Family Office is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Activ8 Family Office registered with the SEC?
Yes, Activ8 Family Office has been registered with the SEC as an investment adviser since 1 December 2025. Its CRD number is 337753 and its SEC file number is 801-134678.
Source: Form ADV Part 1A, Item 1, filed 3 August 2026; IAPD firm record
How do I contact Activ8 Family Office?
Activ8 Family Office’s main office is at 1775 Tyson'S BLVD, 5th Floor, Suite 5175, McLean, VA 22102. Its phone number is 978-870-0255. Its website is activ8familyoffice.com.