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MOTIV8 INVESTMENTS LLC
CRD 285560File 801-108653
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 21 | decreased by20 |
| Apr 1, 2026 | Clients | 1,011 | 726 | decreased by285 |
| Apr 1, 2026 | AUM | $187,093,402 | $219,071,944 | increased by$31,978,542 |
| Apr 1, 2026 | Accounts | 1,568 | 1,337 | decreased by231 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 40 | 41 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 40 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,104 | 1,011 | decreased by93 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $143,481,826 | $187,093,402 | increased by$43,611,576 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,104 | 1,568 | increased by464 |
| Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| Sep 1, 2022 | Employees | 5 | 6 | increased by1 |
| Aug 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 1,045 | 1,104 | increased by59 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOTIV8 INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOTIV8 INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.