Brett Michael Dimas
Investment adviser representative at Activ8 Family Office LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Activ8 Family Office LLCDec 2025 to now
- Raymond James & Associates, Inc.Dec 2011 to Jul 2022
- Octagon Financial Services, IncNov 2008 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (IL, TX, VA).
Activ8 Family Office LLC
$1.5BAssets managed
387Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4148185
- Firm CRD
- 337753