Advisor at Activ8 Family Office LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Activ8 Family Office LLC
Location
Barrington, IL
Credentials
CFP®, Series 66
Industry experience
18 years
Brett Dimas is a CFP® with 18 years of industry experience, currently serving as an advisor at Activ8 Family Office LLC. He previously worked at Raymond James & Associates for 11 years and Octagon Financial Services, Inc for 17 years. In addition to his financial advisory role, he operates a sole proprietorship providing general accounting services. Activ8 Family Office provides wealth and investment services to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses. The firm emphasizes investment management through third-party managers and platform relationships, including private fund allocations and due diligence on sub-advisers.
Based on Activ8 Family Office LLC
Based on Activ8 Family Office LLC
Flat fees range from $2,500 to $100,000 for financial planning and other services
Up to $400 per hour for financial planning and other services
Performance-based fees (carried interest) charged by Lonsdale for Private Fund investments only
Minimum fee: Annual minimum fee starting at $2,500 Fee-only: Financial Planning hourly fees up to $400/hour; flat fees range from $2,500 to $100,000
Barrington, IL
Illinois · Texas · Virginia
Activ8 Family Office LLC
2025 - Present (1 year)
Raymond James & Associates
2011 - 2022 (11 years)
Octagon Financial Services, Inc
2008 - 2025 (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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