# ACTIV8 Family Office LLC

> 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.

- CRD: 337753
- Filed as: ACTIV8 FAMILY OFFICE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337753
- AdvisorCensus page: https://advisorcensus.com/firm/activ8-family-office-llc-mclean-va-337753

## Quick answers

**How is ACTIV8 Family Office LLC compensated?**
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).

**How much does ACTIV8 Family Office LLC charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is ACTIV8 Family Office LLC located?**
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).

**Is ACTIV8 Family Office LLC registered with the SEC or a state?**
ACTIV8 Family Office LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337753.

**How much does ACTIV8 Family Office LLC manage?**
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).

**What types of clients does ACTIV8 Family Office LLC serve?**
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).

**Which custodians does ACTIV8 Family Office LLC use?**
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.

**Does ACTIV8 Family Office LLC report any disciplinary disclosures?**
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

**What changed in ACTIV8 Family Office LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Hourly rate: $400 an hour (financial planning services)

> These services may be charged as a flat fee or an hourly fee. The hourly fee will not exceed $400 per hour. Flat fees range from a minimum of $2,500 to a negotiated

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,542,366,700
- Discretionary: $1,536,936,995
- Non-discretionary: $5,429,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 151 | $51,696,612 |
| High net worth individuals | 148 | $1,481,576,002 |
| Corporations or other businesses not listed above | 88 | $9,094,086 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 25 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MI, NC, NH, NV, NY, OH, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Waterloo

### Websites listed on Form ADV (Item 1.I)
- activ8familyoffice.com
- Instagram @activ8fo
- LinkedIn @activ8-family-office

## Changes in the filing (last 12 months)

### September 2026
- 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).

### April 2026
- 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.

### January 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ACTIV8 Family Office LLC (CRD 337753): Form ADV filing data as of October 2026.