A
$1.5B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
21 Employees
387 ADV. Clients
0 yrs Firm Age
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- Custodian
- City National Bank · Fidelity/NFS · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2025
- Office Locations
- 7
Office Locations
1775 Tyson's Blvd 5TH Floor, Suite 5175 Mclean VA
-- Barrington IL
-- Clarendon Hills IL
About Activ8 Family Office LLC
Activ8 Family Office LLC is a Mclean-based RIA with 7 offices. The firm has been operating for 0 years. Managing $1.5B in total assets under management, with 6 advisory representatives. They custody assets with City National Bank and Fidelity/NFS.
Team overview
42 AVG AGE
$257.1M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
0.5 yrs AVG TENURE
21 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
AUSTIN JAMES PHILBIN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5182117
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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Timothy Alvarado
Senior Vice President, Tax Specialist
- CRD
- #7066814
Available
Available
Available
CHRISTOPHER PETER ANEST
Founder, Managing Director, Wealth Advisor
- CRD
- #5963617
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,536,936,995 | $987,114 |
| Non-Discretionary | $5,429,705 | $18,919 |
| Total | $1,542,366,700 | $836,424 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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