{"url":"https://nivawealth.com/firms/activ8-family-office-337753","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337753","regulatoryAum":1542366700,"crd":"337753","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7066814","suffix":null,"lastName":"Alvarado","firstName":"Timothy","middleName":null},{"crd":"5963617","suffix":null,"lastName":"ANEST","firstName":"CHRISTOPHER","middleName":"PETER"},{"crd":"4148185","suffix":null,"lastName":"DIMAS","firstName":"BRETT","middleName":"MICHAEL"},{"crd":"4874134","suffix":null,"lastName":"LEGG","firstName":"CHRISTOPHER","middleName":"JOHN"},{"crd":"6166776","suffix":null,"lastName":"MARSH","firstName":"GEOFFREY","middleName":"DOUGLAS"},{"crd":"8236059","suffix":null,"lastName":"MCFARLAND","firstName":"TIMOTHY","middleName":"J"},{"crd":"6287550","suffix":null,"lastName":"PACKARD","firstName":"KEITH","middleName":"SEAN"},{"crd":"5182117","suffix":null,"lastName":"PHILBIN","firstName":"AUSTIN","middleName":"JAMES"},{"crd":"8183381","suffix":null,"lastName":"Williams","firstName":"Matthew","middleName":"Thomas"},{"crd":"2501085","suffix":"JR","lastName":"ZECCA","firstName":"FRANK","middleName":"MATTHEW"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134678","legalName":"Activ8 Family Office LLC","displayName":"Activ8 Family Office","slug":"activ8-family-office-337753","website":"https://activ8familyoffice.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/activ8-family-office/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1775 Tyson'S BLVD, 5th Floor, Suite 5175","city":"McLean","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22102"},"tradeNames":[],"registration":{"secApproved":"1 December 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5128002.053511705,"staff":{"employees":25,"advisory":7,"brokerDealerReps":0,"insuranceAgents":2,"promoters":1},"aum":{"regulatory":1542366700,"discretionary":1536936995,"discretionaryAccounts":1557,"nonDiscretionary":5429705,"nonDiscretionaryAccounts":287,"wrapProgram":null,"nonUsClientsPct":9,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":151,"regulatoryAum":51696612},{"label":"High-net-worth individuals","clients":148,"regulatoryAum":1481576002},{"label":"Corporations and other businesses","clients":88,"regulatoryAum":9094086}],"feePrograms":[{"role":"main","program":"Holistic Client Management Program","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053702","versionId":1053702,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-08-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053702","versionId":1053702,"submittedOn":"2026-08-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Standalone Advisory Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053702","versionId":1053702,"submittedOn":"2026-08-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:43:17.790533+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053702","versionId":1053702,"submittedOn":"2026-08-03"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":1468566261}],"custodyNote":"Activ8 Family Office has custody of $395M in client assets for 270 clients.","leadership":[{"name":"Austin Philbin","title":"Chief Executive Officer","crd":"5182117"},{"name":"Terrence Landry","title":"Chief Compliance Officer","crd":"2983125"}],"ownership":[{"label":"Activ8 Investment Partners LLC","detail":"Holding company in the 10% to 25% ownership band, since December 2025."},{"label":"Activ8 Holdings LLC","detail":"Holding company in the 75% or more ownership band and a control person, since December 2025. Also a managing member of Activ8 Investment Partners LLC in the 75% or more band and a control person, since December 2025."},{"label":"Frank Zecca","detail":"Indirect owner: a managing member of Activ8 Holdings LLC in the 25% to 50% band and a control person, since December 2025.","parent":"Activ8 Holdings LLC"},{"label":"Christopher Legg","detail":"Indirect owner: managing member of Activ8 Holdings LLC and a control person, since December 2025.","parent":"Activ8 Holdings LLC"},{"label":"Geoffrey Marsh","detail":"Indirect owner: managing member of Activ8 Holdings LLC and a control person, since December 2025.","parent":"Activ8 Holdings LLC"},{"label":"Brett Dimas","detail":"Indirect owner: managing member of Activ8 Holdings LLC and a control person, since December 2025.","parent":"Activ8 Holdings LLC"},{"label":"Austin Philbin","detail":"Indirect owner: managing member of Activ8 Holdings LLC and a control person, since December 2025.","parent":"Activ8 Holdings LLC"},{"label":"Christopher Anest","detail":"Indirect owner: managing member of Activ8 Holdings LLC and a control person, since December 2025.","parent":"Activ8 Holdings LLC"},{"label":"Keith Packard","detail":"Indirect owner: managing member of Activ8 Holdings LLC and a control person, since December 2025.","parent":"Activ8 Holdings LLC"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[{"city":"WATERLOO","country":"Canada","postalCode":"N2L 1T2","street":"20 ERB ST. W","display":{"city":"WATERLOO","region":null,"postalCode":"N2L 1T2","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"1775 Tyson'S BLVD, 5th Floor, Suite 5175","city":"McLean","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"978-870-0255","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":46},{"label":"U.S. state and local bonds","percent":11},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":7,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"3 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337753/PDF/337753.pdf","brochureDate":"3 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053702","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Activ8 Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Activ8 Family Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Activ8 Family Office charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Activ8 Family Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Activ8 Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Activ8 Family Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Activ8 Family Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Activ8 Family Office get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Activ8 Family Office registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Activ8 Family Office?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}