Advisor at Activ8 Family Office LLC
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Firm
Activ8 Family Office LLC
Location
Mclean, VA 22102
Credentials
Series 65
Industry experience
12 years
Keith Packard is a Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Activ8 Family Office LLC and previously spent 16 years at Octagon Financial Services Inc. Outside of his advisor role, he writes about tax issues affecting athletes for Forbes and maintains a personal blog on similar topics. Activ8 Family Office provides comprehensive wealth and investment services primarily to professional athletes and their families, as well as trusts, estates, and related businesses. The firm combines financial planning and investment management with access to private market funds and utilizes third-party managers and research providers to support its investment strategies.
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
1775 Tyson's Blvd, 5 Th Floor, Suite 5175
Mclean, VA 22102
Texas · Virginia
Activ8 Family Office LLC
2025 - Present (1 year)
Octagon Financial Services Inc.
2009 - 2025 (16 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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