SourcingSourcing

ACTIV8 FAMILY OFFICE LLC

C28
CRD 337753·SEC 801-134678·MCLEAN, VA
AUM
$1.54B
$1B+
Est. Revenue
$15.4M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$37.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACTIV8 FAMILY OFFICE LLC
CRD
337753
SEC file #
801-134678
EIN
—
DBA names
—

Economics

AUM
$1.54B
AUM band
$1B+
AUM trajectory
—
Client mix
Individuals Other151
Individuals High Net Worth148
Corporations88

Operations

Employees (total)
21
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
—
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
activ8familyoffice.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACTIV8 HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ACTIV8 HOLDINGS LLC
ACTIV8 INVESTMENT PARTNERS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ACTIV8FAMILYOFFICE.COM
Rdap Domain Creation Date
2025-08-11T19:25:25Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.505
Soi Zip Pct 200k Plus
0.2626
Soi Zip Returns 200k Plus
3,920
Soi Zip Total AGI
6,237,956
Fdic Zip Total Deposits
607,819,618,000
Fdic Zip Branch Count
362
Fdic Zip Top Banks
Capital One, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
The Riggs National Bank of VirginiaMclean, VA
Suburban Bank of Virginia National AssociationMclean, VA
Fdic Zip HHI
4388.05
Fdic Zip Top Bank Share Pct
63
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-11T19:25:25Z
Rdap Domain Last Changed
2026-04-27T15:21:21Z
Rdap Nameservers
Ns-cloud-c1.googledomains.comNs-cloud-c2.googledomains.comNs-cloud-c3.googledomains.comNs-cloud-c4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,110
Returns2,230
Stub 2
AGI60,542
Returns1,630
Stub 3
AGI109,370
Returns1,740
Soi Zip Total Business Income
191,048
Soi Zip Total Cap Gains
680,707
Soi Zip Total Dividends
259,506
Soi Zip Total Returns
14,930
Trust Company Affiliate
No

People (10)

10
PHILBIN, AUSTIN, JAMES
IAR · Executive Officer · 2.5%
5182117
TIMOTHY J MCFARLAND
IAR
8236059
CHRISTOPHER PETER ANEST
IAR
5963617
KEITH SEAN PACKARD
IAR
6287550
GEOFFREY DOUGLAS MARSH
IAR
6166776
FRANK MATTHEW ZECCA
IAR
2501085
BRETT MICHAEL DIMAS
IAR
4148185
Timothy Alvarado
IAR
7066814
CHRISTOPHER JOHN LEGG
IAR
4874134
Matthew Thomas Williams
IAR
8183381