Keith Sean Packard
Investment adviser representative at Activ8 Family Office LLC
17 yearsExperience
2 statesRegistered in
$1.5BFirm assets
Under 1 yearFirm in business
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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
17 years in the industry.
- Activ8 Family Office LLCDec 2025 to now
- Octagon Financial Services Inc.Jan 2009 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (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
- 6287550
- Firm CRD
- 337753