{
  "crd_number": 337753,
  "slug": "activ8-family-office-llc-mclean-va-337753",
  "primary_business_name": "ACTIV8 FAMILY OFFICE LLC",
  "legal_name": "ACTIV8 FAMILY OFFICE LLC",
  "dbas": [],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 1542366700.0,
  "raum_discretionary": 1536936995.0,
  "raum_non_discretionary": 5429705.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 25,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51696612.0,
      "count": 151
    },
    "high_net_worth_individuals": {
      "raum": 1481576002.0,
      "count": 148
    },
    "corporations_other_businesses": {
      "raum": 9094086.0,
      "count": 88
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "MI",
    "NC",
    "NH",
    "NV",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://activ8familyoffice.com",
    "https://instagram.com/activ8fo",
    "https://linkedin.com/company/activ8-family-office"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337753",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753",
  "display_name": "ACTIV8 Family Office LLC",
  "summary": "ACTIV8 Family Office LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. ACTIV8 Family Office LLC (CRD 337753): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is ACTIV8 Family Office LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ACTIV8 Family Office LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is ACTIV8 Family Office LLC located?",
      "a": "ACTIV8 Family Office LLC's principal office is in McLean, VA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is ACTIV8 Family Office LLC registered with the SEC or a state?",
      "a": "ACTIV8 Family Office LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337753."
    },
    {
      "q": "How much does ACTIV8 Family Office LLC manage?",
      "a": "ACTIV8 Family Office LLC reports $1,542,366,700 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does ACTIV8 Family Office LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (151); high net worth individuals (148); corporations or other businesses not listed above (88)."
    },
    {
      "q": "Which custodians does ACTIV8 Family Office LLC use?",
      "a": "ACTIV8 Family Office LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ACTIV8 Family Office LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337753"
    },
    {
      "q": "What changed in ACTIV8 Family Office LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 6 to 7. Registered or notice-filed in PA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Registered or notice-filed in PA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $1,542,366,700.",
        "Employees performing advisory functions went from 8 to 6.",
        "Added an office in Waterloo.",
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 151,
      "fewer_than_5": false,
      "raum": 51696612.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 148,
      "fewer_than_5": false,
      "raum": 1481576002.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 88,
      "fewer_than_5": false,
      "raum": 9094086.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337753",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}