{
  "crd_number": 285560,
  "slug": "motiv8-investments-llc-port-st-lucie-fl-285560",
  "primary_business_name": "MOTIV8 INVESTMENTS LLC",
  "legal_name": "MOTIV8 INVESTMENTS LLC",
  "dbas": [
    "COAST TO COAST FINANCIAL PLANNING LLC",
    "EXCELSIOR FINANCIAL GROUP LLC",
    "FAITHFUL FINANCIAL GROUP",
    "MASON STREET WEALTH MANAGEMENT",
    "OPTIMAL WEALTH STRATEGIES LLC",
    "TENNYSON GROUP",
    "THE TERRIO GROUP",
    "WELL PRESERVED ADVISORY GROUP"
  ],
  "city": "Port St Lucie",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "38940",
  "metro": {
    "cbsa_code": "38940",
    "common_name": "Port St. Lucie",
    "msa_name": "Port St. Lucie, FL",
    "path": "/advisors/fl/port-st-lucie"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-11-15",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 219071944.0,
  "raum_discretionary": 219071944.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 21,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 145599269.0,
      "count": 678
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1209638.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 72263037.0,
      "count": 42
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "IL",
    "KS",
    "LA",
    "MA",
    "MN",
    "MO",
    "NE",
    "NH",
    "NY",
    "OK",
    "SC",
    "TX",
    "UT",
    "WI"
  ],
  "websites": [
    "https://coasttocoastfinancialplanning.com",
    "https://excelsiorfinancialgroupllc.com",
    "https://facebook.com/Coasttocoastfinancialcapecod",
    "https://facebook.com/FaithfulFinancialGrp",
    "https://facebook.com/MOTIV8INVESTMENTS",
    "https://facebook.com/excelsiorfinancialgroupllc",
    "https://facebook.com/fresnofinancialadvisors",
    "https://facebook.com/owsaugusta",
    "https://facebook.com/people/The-Tennyson-Group/100087376155771",
    "https://facebook.com/theterriogroup",
    "https://facebook.com/wellpreservedadvisorygroup",
    "https://faithful.financial",
    "https://instagram.com/ows_augusta",
    "https://linkedin.com/company/fresno-financial-advisors",
    "https://linkedin.com/company/the-terrio-group",
    "https://linkedin.com/company/well-preserved-advisory-group",
    "https://masonstreetwealthmanagement.com",
    "https://motiv8investments.com",
    "https://optimalwealthstrategies.com",
    "https://thetennysongroup.com",
    "https://theterriogroup.com",
    "https://wellpreserved.info"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285560",
  "city_as_filed": "PORT ST LUCIE",
  "url": "https://advisorcensus.com/firm/motiv8-investments-llc-port-st-lucie-fl-285560",
  "display_name": "MOTIV8 Investments LLC",
  "summary": "MOTIV8 Investments LLC is an SEC-registered investment advisory firm in Port St Lucie, FL, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. MOTIV8 Investments LLC (CRD 285560): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is MOTIV8 Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MOTIV8 Investments LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is MOTIV8 Investments LLC located?",
      "a": "MOTIV8 Investments LLC's principal office is in Port St Lucie, FL, according to its Form ADV; the April 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is MOTIV8 Investments LLC registered with the SEC or a state?",
      "a": "MOTIV8 Investments LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285560."
    },
    {
      "q": "How much does MOTIV8 Investments LLC manage?",
      "a": "MOTIV8 Investments LLC reports $219,071,944 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have MOTIV8 Investments LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MOTIV8 Investments LLC: Regulatory assets under management: $149,736,829 in the October 2021 data and $219,071,944 in the October 2026 data, up 46%. Total employees: 8 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MOTIV8 Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (678); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does MOTIV8 Investments LLC use?",
      "a": "MOTIV8 Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does MOTIV8 Investments LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285560"
    },
    {
      "q": "What changed in MOTIV8 Investments LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name Assets Risk Management LLC. No longer lists the business name Caprock Financial Group. Employees performing advisory functions went from 15 to 10. Regulatory assets under management went from $187,093,402 to $219,071,944 (+17%). Changed its office addresses in Augusta, GA. Changed its office addresses in Fresno, CA. No longer lists an office in Lubbock, TX. No longer lists an office in Wellington, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 149736829.0,
      "total_employees": 8,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 143481826.0,
      "total_employees": 7,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 118148737.0,
      "total_employees": 13,
      "filing_date": "2023-08-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 161355661.0,
      "total_employees": 39,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 187093402.0,
      "total_employees": 41,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 219071944.0,
      "total_employees": 21,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Assets Risk Management LLC.",
        "No longer lists the business name Caprock Financial Group.",
        "Employees performing advisory functions went from 15 to 10.",
        "Regulatory assets under management went from $187,093,402 to $219,071,944 (+17%).",
        "Changed its office addresses in Augusta, GA.",
        "Changed its office addresses in Fresno, CA.",
        "No longer lists an office in Lubbock, TX.",
        "No longer lists an office in Wellington, FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/motiv8-investments-llc-port-st-lucie-fl-285560.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 678,
      "fewer_than_5": false,
      "raum": 145599269.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 72263037.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1209638.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285560",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}