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- Custodian
- City National Bank · Fidelity/NFS · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2025
- Office Locations
- 6
Office Locations
About Activ8 Family Office LLC
Activ8 Family Office LLC is a Mclean-based RIA with 6 offices. The firm has been operating for 0 years. Managing $1.5B in total assets under management, with 7 advisory representatives. They custody assets with City National Bank and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 7 advisory representatives and 387 clients, or 55.3 clients per representative. That equates to $4.0M in reported AUM per client.
The profile lists 6 reported office locations. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Activ8 Family Office LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Terrence Robert Landry
Chief Compliance Officer
- CRD
- #2983125
- Ownership
- Less than 5%
AUSTIN JAMES PHILBIN
Chief Executive Officer
- CRD
- #5182117
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Timothy Alvarado
Senior Vice President, Tax Specialist
- CRD
- #7066814
CHRISTOPHER PETER ANEST
Founder, Managing Director, Wealth Advisor
- CRD
- #5963617
Showing 2 of 11 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Activ8 Family Office LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.