Austin James Philbin

Employer firm

Activ8 Family Office LLC CRD 337753

$1.54B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 06/2023
  Dynasty Financial Partners
  Saint Petersburg, FL
• 01/2017 → 06/2023
  Dynasty Securities, Llc
  Saint Petersburg, FL
• 08/2023 → 12/2025
  Ofs
  Mclean, VA
• 06/2023 → 08/2023
  Unemployed
  Saint Petersburg, FL
• 12/2025 → Present
  Activ8 Family Office, Llc
  Mclean, VA

Previous Registrations

• 2010-09-17 → 2012-05-29
  Morgan Stanley
  Purchase, NY
  Mount Laurel, NJ

Other Businesses

1) EXECUTIVE COMMITTEE OF RIGHT TO PLAY; NOT INVESTMENT RELATED; RIGHT TO PLAY UNITED STATES; 49 W. 27TH STREET SUITE 930 NEW YORK, NY 10001; NON-PROFIT; MEMBER; 2/5/2014; APPROX HRS 3-4; 0 HRS DURING SECURITY HRS; ASSIST WITH FUND RAISING EFFORTS PROGRAM DESIGN 2) ASH BROKERAGE; LOCATED 888 SOUTH HARRISON STREET, SUITE 900, FORT WAYNE, IN 46802; NOT INVESTMENT RELATED; AGENT; STARTED 06/2012; HELP FACILITATE INSURANCE TRANSACTIONS; 1 HR/MO SPENT ON ACTIVITY 3) ANVIL; SAN FRANCISCO, CA; NOT INVESTMENT RELATED; TECHNOLOGY COMPANY; ADVISOR; START DATE: 3/2019; APPROX. NUMBER OF HOURS / MONTH DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 1-2; DUTIES - PROVIDE INSIGHT INTO THE WEALTH MANAGEMENT SPACE 4) S&A GLOBAL ENTERPRISE; ADDRESS: 4172 41ST STREET SOUTH, SAINT PETERSBURG, FLORIDA 33711; NOT INVESTMENT RELATED; SOCIAL MEDIA CONSULTING; 50% OWNER; PENDING START DATE ONCE THE LLC IS FINALIZED AND HAVE PERMISSIONS; 0 HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-22
• S66 Uniform Combined State Law Examination
  2007-06-09

Other Names

• Austin J Philbin