Hedge Fund Database

MOTIV8 INVESTMENTS LLC

Adviser information for MOTIV8 INVESTMENTS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 40
Investment Advisory/Research 14
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 13
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,628 $161.4M
Non-Discretionary 0 $0
Total 1,628 $161.4M

Clients

Type Number RAUM
Individuals 679 $103.3M
HNW Individuals 366 $52.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 16 $5.5M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 841
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 781

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesTHIRD PARTY ADVISER FEES

Identifiers

SEC RIA File Number 801-108653
SEC ERA File Number 801-108653
SEC CIK Numbers None
SEC CRD Numbers 285560
Legal Entity Identifier None

Principal Office

542 NW UNIVERSITY BLVD
SUITE B101
PORT ST LUCIE
FL
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 772-247-4488, Fax: 772-807-4631

Websites

wellpreserved.info/ kstienessen.com/ www.optimalwealthstrategies.com/ www.motiv8investments.com www.theterriogroup.com www.faithfulfinancialgrp.com fresnofinancialadvisors.com/ www.facebook.com/motiv8investments www.caprockfinancialgroup.com www.facebook.com/coasttocoastfinancialcapecod www.facebook.com/caprockfinancial www.linkedin.com/company/caprock-financial-group/ caprockfinancialgroup.com/ www.facebook.com/assetsrm/ assetsrm.com/ www.facebook.com/akamaiadvisorgrace akamaiadvisors.com/ www.coasttocoastfinancialplanning.com/ www.facebook.com/excelsiorfinancialgroupllc/ www.facebook.com/faithfulfinancialgrp/ www.facebook.com/people/the-tennyson-group/100087376155771/ thetennysongroup.com/ www.facebook.com/wellpreservedadvisorygroup/ www.linkedin.com/company/well-preserved-advisory-group/ www.facebook.com/fresnofinancialadvisors www.linkedin.com/company/fresno-financial-advisors/ www.facebook.com/theterriogroup www.linkedin.com/company/the-terrio-group/ www.facebook.com/owsaugusta/ www.instagram.com/ows_augusta/

Chief Compliance Officer

MICHAEL TERRIO
MANAGING MEMBER/PRESIDENT
542 NW UNIVERSITY BLVD
SUITE B101
PORT ST LUCIE
FL
United States
Tel: 772-247-4488
Fax: 772-807-4631
(Full email address available in API data)

Regulatory Contact

CASSIE OTTOFARO
PRESIDENT
542 NW UNIVERSITY BLVD
SUITE B101
PORT ST. LUCIE
FL
United States
Tel: 772-247-4488
(Full email address available in API data)

Industry Affiliates

MOTIV8 ADVISORS INC. Insurance company or agency
THE TERRIO GROUP Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TERRIO, MICHAEL, GERALD Individual – MANAGING MEMBER/PRESIDENT/CCO 09/2016 > 75%

No. Employees, Historic

40200201920202021202220232024202513 on 4/30/201914 on 5/14/201915 on 5/17/201916 on 7/16/201915 on 8/20/201915 on 10/30/201914 on 3/17/202014 on 3/23/202015 on 6/26/202015 on 6/26/202013 on 8/31/20208 on 3/17/202110 on 5/3/20219 on 5/14/20218 on 9/23/20212 on 1/18/20222 on 2/2/20222 on 3/17/20223 on 3/31/20224 on 7/5/20225 on 7/25/20229 on 8/1/20226 on 8/11/20226 on 8/23/20226 on 9/8/20227 on 9/21/20229 on 12/19/202213 on 2/2/202313 on 2/21/202313 on 3/14/202314 on 4/18/202314 on 4/19/202314 on 4/28/202314 on 7/7/202314 on 7/13/202313 on 8/15/202313 on 10/17/202312 on 12/12/202312 on 2/14/202412 on 2/22/202412 on 3/7/202412 on 3/13/202440 on 3/29/2024

RAUM, Historic

200M100M0201920202021202220232024202581829972 on 4/30/201981829972 on 5/14/201981829972 on 5/17/201981829972 on 7/16/201981829972 on 8/20/201981829972 on 10/30/201981829972 on 3/17/2020145688226 on 3/23/2020145688226 on 6/26/2020145688226 on 6/26/2020145688226 on 8/31/2020149736829 on 3/17/2021149736829 on 5/3/2021149736829 on 5/14/2021149736829 on 9/23/2021149736829 on 1/18/2022149736829 on 2/2/2022143481826 on 3/17/2022143481826 on 3/31/2022143481826 on 7/5/2022143481826 on 7/25/2022143481826 on 8/1/2022143481826 on 8/11/2022143481826 on 8/23/2022143481826 on 9/8/2022143481826 on 9/21/2022143481826 on 12/19/2022143481826 on 2/2/2023118148737 on 2/21/2023118148737 on 3/14/2023118148737 on 4/18/2023118148737 on 4/19/2023118148737 on 4/28/2023118148737 on 7/7/2023118148737 on 7/13/2023118148737 on 8/15/2023118148737 on 10/17/2023118148737 on 12/12/2023118148737 on 2/14/2024118148737 on 2/22/2024118148737 on 3/7/2024118148737 on 3/13/2024161355661 on 3/29/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025640 on 4/30/2019640 on 5/14/2019640 on 5/17/2019640 on 7/16/2019640 on 8/20/2019640 on 10/30/2019640 on 3/17/2020952 on 3/23/2020952 on 6/26/2020952 on 6/26/2020952 on 8/31/20201045 on 3/17/20211045 on 5/3/20211045 on 5/14/20211045 on 9/23/20211045 on 1/18/20221045 on 2/2/20221104 on 3/17/20221104 on 3/31/20221104 on 7/5/20221104 on 7/25/20221104 on 8/1/20221104 on 8/11/20221104 on 8/23/20221104 on 9/8/20221104 on 9/21/20221104 on 12/19/20221104 on 2/2/2023722 on 2/21/2023722 on 3/14/2023722 on 4/18/2023722 on 4/19/2023722 on 4/28/2023722 on 7/7/2023722 on 7/13/2023722 on 8/15/2023722 on 10/17/2023722 on 12/12/2023722 on 2/14/2024722 on 2/22/2024722 on 3/7/2024722 on 3/13/20241061 on 3/29/2024