Activ8 Family Office LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 337753
- Registered since
- December 1, 2025
- 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 that positions itself as a capital allocator for both high-net-worth families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Activ8 reports being an active ESG investor and maintains industry relationships with accountants, law firms, insurance firms and real estate brokers to support advisory and implementation needs.
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 9
Timothy Alvarado
Tax SpecialistCRD 7066814
Timothy Mcfarland
Vice President and Wealth AdvisorCRD 8236059
Matthew Williams
Founder, Managing DirectorCRD 8183381
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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