Activ8 Family Office LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 337753
- Registered since
- December 1, 2025
- Website
- activ8familyoffice.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.06%
- Individuals3.35%
- Corporations / Businesses0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Activ8 Family Office LLC is an independent registered investment adviser and capital allocator that serves individuals, families and institutional clients. The firm is structured as an LLC and is listed as SEC-registered in 2025. Its client work combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third-party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and maintains relationships with other professional service providers — including other advisers, accountants, law firms, insurance companies and real estate brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds34%
- State & Local Bonds11%
- Other7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Austin Philbin
Founder, President, Chief Executive OfficerCRD 5182117
Contacts
3 of 10
Timothy Alvarado
Tax SpecialistCRD 7066814
Terrence Landry
CRD 2983125
Timothy Mcfarland
Vice President and Wealth AdvisorCRD 8236059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1775 Tysons Blvd
- Time zone
- ET (UTC-5)
- Office locations
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