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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ACTIV8 FAMILY OFFICE LLC

CRD 337753

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:780abae0-3125-0bb7-96a5-b9092fc734dd

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 1
Observed: Dec 2, 2025 to Aug 3, 2026
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Activ8 Family Office LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $154Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 25
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,844
Individual clients: 151
High net worth clients: 148
Custody, client assets: $395M
SEC number: 801-134678
CRD: 337753
Filings on the tape: 3
First filed: Dec 2, 2025
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, DE
Website: activ8familyoffice.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
FRANK MATTHEW ZECCA	Certified Financial Planner	MCLEAN, VA	35	1	no
CHRISTOPHER JOHN LEGG	Certified Financial Planner	ST. PETERSBURG, FL \| MCLEAN, VA	21	1	no
CHRISTOPHER PETER ANEST	n/a	HINSDALE, IL \| MCLEAN, VA	10	1	no
GEOFFREY DOUGLAS MARSH	n/a	MCLEAN, VA \| UNIONTOWN, OH	13	1	no
KEITH SEAN PACKARD	n/a	MCLEAN, VA	17	1	no
BRETT MICHAEL DIMAS	Certified Financial Planner	MCLEAN, VA \| BARRINGTON, IL	26	3	no
TIMOTHY J MCFARLAND	n/a	CLARENDON HILLS, IL \| MCLEAN, VA	10	n/a	no
Timothy Alvarado	Certified Financial Planner	MCLEAN, VA	10	1	no
Matthew Thomas Williams	n/a	KITCHENER \| MCLEAN, VA	10	n/a	no
AUSTIN JAMES PHILBIN	n/a	MCLEAN, VA	19	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACTIV8 HOLDINGS LLC	HOLDING COMPANY	E	yes	12/2025	Aug 3, 2026	Aug 3, 2026
PHILBIN, AUSTIN, JAMES	CHIEF EXECUTIVE OFFICER	Na	yes	12/2025	Aug 3, 2026	Aug 3, 2026
ACTIV8 INVESTMENT PARTNERS LLC	HOLDING COMPANY	B	no	12/2025	Aug 3, 2026	Aug 3, 2026
Landry, Terrence, Robert	CHIEF COMPLIANCE OFFICER	Na	no	07/2026	Aug 3, 2026	Aug 3, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$1.5B	$1.5B	21	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
8	0	8	0.0%	0	0	0	8	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	n/a	n/a	n/a	n/a	25	n/a	1	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Ofs	6	Dec 11, 2025	Apr 16, 2026	MCLEAN, VA	Firm absorbed	RIA to new firm	85.7%

Relationships

Owns (2)

← ACTIV8 INVESTMENT PARTNERS LLCOwnerHOLDING COMPANY, ownership code B, domestic entity
Aug 3, 2026 to presentfactForm ADV
← Landry, Terrence, RobertOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 3, 2026 to presentfactForm ADV

Controls (2)

← ACTIV8 HOLDINGS LLCOwnerHOLDING COMPANY, ownership code E, domestic entity
Aug 3, 2026 to presentfactForm ADV
← PHILBIN, AUSTIN, JAMESOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Aug 3, 2026 to presentfactForm ADV

Registered with (10)

← AUSTIN JAMES PHILBINAdvisorregistration: current employment
Apr 24, 2026 to presentfactForm ADV
← Matthew Thomas WilliamsAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← Timothy AlvaradoAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← TIMOTHY J MCFARLANDAdvisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← BRETT MICHAEL DIMASAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV
← FRANK MATTHEW ZECCAAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← CHRISTOPHER JOHN LEGGAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← CHRISTOPHER PETER ANESTAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← GEOFFREY DOUGLAS MARSHAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← KEITH SEAN PACKARDAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV

Moved with (1)

← OFSRegistered adviser6 advisors, firm absorbed, same day
Dec 11, 2025 to Apr 16, 2026factForm ADV

Dated events

Occurred
Dec 11, 2025
Firm absorbed
Ofs's advisors moved to Activ8 Family Office LLC (Mclean, VA): 6 of 7 registered, on the same day
Form ADVobserved 6 days ago
6 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:780abae0-3125-0bb7-96a5-b9092fc734dd
First observed: Dec 2, 2025
Last observed: Aug 3, 2026 49 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACTIV8 FAMILY OFFICE LLC

CRD 337753

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:780abae0-3125-0bb7-96a5-b9092fc734dd

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FRANK MATTHEW ZECCA

Certified Financial Planner

MCLEAN, VA

CHRISTOPHER JOHN LEGG

Certified Financial Planner

ST. PETERSBURG, FL | MCLEAN, VA

CHRISTOPHER PETER ANEST

n/a

HINSDALE, IL | MCLEAN, VA

GEOFFREY DOUGLAS MARSH

n/a

MCLEAN, VA | UNIONTOWN, OH

KEITH SEAN PACKARD

n/a

MCLEAN, VA

BRETT MICHAEL DIMAS

Certified Financial Planner

MCLEAN, VA | BARRINGTON, IL

TIMOTHY J MCFARLAND

n/a

CLARENDON HILLS, IL | MCLEAN, VA

n/a

Timothy Alvarado

Certified Financial Planner

MCLEAN, VA

Matthew Thomas Williams

n/a

KITCHENER | MCLEAN, VA

n/a

AUSTIN JAMES PHILBIN

n/a

MCLEAN, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACTIV8 HOLDINGS LLC

HOLDING COMPANY

yes

12/2025

Aug 3, 2026

PHILBIN, AUSTIN, JAMES

CHIEF EXECUTIVE OFFICER

yes

12/2025

Aug 3, 2026

ACTIV8 INVESTMENT PARTNERS LLC

HOLDING COMPANY

12/2025

Aug 3, 2026

Landry, Terrence, Robert

CHIEF COMPLIANCE OFFICER

07/2026

Aug 3, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$1.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Ofs

Dec 11, 2025

Apr 16, 2026

MCLEAN, VA

Firm absorbed

RIA to new firm

85.7%