Activ8 Family Office Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 387
- Avg AUM / client
- $4.0M
- Accounts
- 1,844
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 151 | $51.7M | 3.35% |
| High net worth individuals | 148 | $1.5B | 96.1% |
| Corporations and other businesses | 88 | $9.1M | 0.59% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher John Legg | Registered representative | CFP | Dec 2025 (1y) | |
| Christopher Peter Anest | Registered representative | Dec 2025 (1y) | ||
| Frank Matthew Zecca | Registered representative | CFP | Dec 2025 (1y) | |
| Geoffrey Douglas Marsh | Registered representative | Dec 2025 (1y) | ||
| Keith Sean Packard | Registered representative | Dec 2025 (1y) | ||
| Brett Michael Dimas | Registered representative | CFP | Dec 2025 (1y) | |
| Timothy J Mcfarland | Registered representative | Mar 2026 (0y) | ||
| Timothy Alvarado | Registered representative | CFP | Apr 2026 (0y) | |
| Matthew Thomas Williams | Registered representative | Apr 2026 (0y) | ||
| Austin James Philbin | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.5B (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗