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MOTIV8 INVESTMENTS LLC
CRD 285560File 801-108653
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219.1M
Below cohort median (national)
Discretionary AUM
$219.1M
Clients
726
1,337 accounts
Employees
21
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 15, 2016
- Principal office
- 542 NW UNIVERSITY BLVD, SUITE B101, PORT ST LUCIE, FL, 34986
- Phone
- 772-247-4488
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.1M
- Discretionary AUM
- $219.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,337
- Non-discretionary accounts
- 0
- Total accounts
- 1,337
- AUM per client
- $302K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $72.3M |
| Pension and profit sharing plans | 6 | $1.2M |
| Individuals (other than high net worth individuals) | 678 | $145.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.