Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Activ8 Family Office LLC
Why this class: ACTIV8 Family Office is a McLean RIA selling wealth management to athletes, entertainers and entrepreneurs, a many-client practice branded as a family office rather than a multi-family office..
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
- Classification
- Outsourced family office provider
- Description
- ACTIV8 Family Office has helped athletes, entertainers, and entrepreneurs manage their wealth — from the signing of their first deal, through retirement and beyond. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you have worked so hard to earn.
- Headquarters
- Mclean, VA
- Office address
- 1775 TYSON'S BLVD, 5TH FLOOR, SUITE 5175, Mclean, VA, 22102
- Business phone
- 978-870-0255
- Website
- activ8familyoffice.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $1.5B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $1.5B as of Mar 11, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Dec 1, 2025 · 21 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 151 ($51.7M); Corporations: 88 ($9.1M); High net worth individuals: 148 ($1.5B)Fact
- Sep 13, 2026Outsourced family office provider 70%ACTIV8 Family Office is a McLean RIA selling wealth management to athletes, entertainers and entrepreneurs, a many-client practice branded as a family office rather than a multi-family office.Factverifiedactiv8familyoffice.com“Wealth Management for Elite Athletes, Entertainers / Entrepreneurs”
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Austin James Philbin | Chief Executive Officer | Leadership | email: austin@activ8familyoffice.com (unverified) | reports.adviserinfo.sec.gov Fact |
| Terrence Robert Landry | Chief Compliance Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Dec 1, 2025Registered as SEC adviserActiv8 Family Office LLC became an SEC RIA with $1,542,366,700 RAUMOrganisationFactadviserinfo.sec.gov
- Sep 13, 2026Classification changedActiv8 Family Office LLC: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (ACTIV8 Family Office is a McLean RIA selling wealth management to athletes, entertainers and entrepreneurs, a many-client practice branded as a family office rather than a multi-family office.)ClassificationFactactiv8familyoffice.com
- Sep 11, 2026Office discoveredActiv8 Family Office LLC found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 34 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-11 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Activ8 Family Office LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,selection_of_other_advisers | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2025-12-01 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 6 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 978-870-0255 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 148 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":151,"raum_usd":51696612,"fewer_than_5":false},"corporations":{"clients":88,"raum_usd":9094086,"fewer_than_5":false},"high_net_worth_in | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ACTIV8 Family Office has helped athletes, entertainers, and entrepreneurs manage their wealth — from the signing of their first deal, through retirement and beyond. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you have worked so hard to earn. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Description | ACTIV8 Family Office has helped athletes, entertainers, and entrepreneurs manage their wealth — from the signing of their first deal, through retirement and beyond. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you have worked so hard to earn. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Description | ACTIV8 Family Office has helped athletes, entertainers, and entrepreneurs manage their wealth — from the signing of their first deal, through retirement and beyond. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you have worked so hard to earn. | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Employees | 21 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Mclean, VA | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Office address | 1775 TYSON'S BLVD, 5TH FLOOR, SUITE 5175, Mclean, VA, 22102 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office “Wealth Management for Elite Athletes, Entertainers / Entrepreneurs” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) activ8familyoffice.com | Fact |
| Private funds advised | 0 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 1,844 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $1.5B | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $1.5B | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | activ8familyoffice.com “office website activ8familyoffice.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) activ8familyoffice.com | Fact |
| Website | activ8familyoffice.com | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Website title | ACTIV8 Family Office - Wealth Management for Elite Athletes, Entertainers / Entrepreneurs | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Website title | ACTIV8 Family Office - Wealth Management for Elite Athletes, Entertainers / Entrepreneurs | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |
| Website title | ACTIV8 Family Office - Wealth Management for Elite Athletes, Entertainers / Entrepreneurs | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) activ8familyoffice.com | Fact |