# MOTIV8 Investments LLC

> 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.

- CRD: 285560
- Filed as: MOTIV8 INVESTMENTS LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port St Lucie, FL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285560
- AdvisorCensus page: https://advisorcensus.com/firm/motiv8-investments-llc-port-st-lucie-fl-285560

## Quick answers

**How is MOTIV8 Investments LLC compensated?**
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).

**How much does MOTIV8 Investments LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $1,000 to $10,000 (broad based planning services); Hourly rate: $300 an hour (specific services (such as a modular plan or hourly consulting services)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MOTIV8 Investments LLC located?**
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).

**Is MOTIV8 Investments LLC registered with the SEC or a state?**
MOTIV8 Investments LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285560.

**How much does MOTIV8 Investments LLC manage?**
MOTIV8 Investments LLC reports $219,071,944 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have MOTIV8 Investments LLC's assets and staff changed since 2021?**
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.

**What types of clients does MOTIV8 Investments LLC serve?**
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).

**Which custodians does MOTIV8 Investments LLC use?**
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.

**Does MOTIV8 Investments LLC report any disciplinary disclosures?**
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

**What changed in MOTIV8 Investments LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Flat fee: $1,000 to $10,000 (broad based planning services)

> Fixed Fees: Motiv8 will charge a fixed fee that ranges from $1,000 to $10,000, for broad based planning services.

- Hourly rate: $300 an hour (specific services (such as a modular plan or hourly consulting services))

> Hourly Fees: Motiv8 charges an hourly fee of $300 for clients who request specific services (such as a modular plan or hourly consulting services)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $219,071,944
- Discretionary: $219,071,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 678 | $145,599,269 |
| High net worth individuals | 42 | $72,263,037 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,209,638 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 21 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, ID, IL, KS, LA, MA, MN, MO, NE, NH, NY, OK, SC, TX, UT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Augusta, GA
- Boise, ID
- Chatham, MA
- Deland, FL
- Fresno, CA
- Oklahoma City, OK
- St. Louis Park, MN
- Stuart, FL

### Websites listed on Form ADV (Item 1.I)
- coasttocoastfinancialplanning.com
- excelsiorfinancialgroupllc.com
- faithful.financial
- masonstreetwealthmanagement.com
- motiv8investments.com
- optimalwealthstrategies.com
- thetennysongroup.com
- theterriogroup.com
- wellpreserved.info
- Facebook @Coasttocoastfinancialcapecod
- Facebook @FaithfulFinancialGrp
- Facebook @MOTIV8INVESTMENTS
- Facebook @excelsiorfinancialgroupllc
- Facebook @fresnofinancialadvisors
- Facebook @owsaugusta
- Facebook @The-Tennyson-Group
- Facebook @theterriogroup
- Facebook @wellpreservedadvisorygroup
- Instagram @ows_augusta
- LinkedIn @fresno-financial-advisors
- LinkedIn @the-terrio-group
- LinkedIn @well-preserved-advisory-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $149,736,829 | 8 | September 23, 2021 |
| October 2022 | $143,481,826 | 7 | September 21, 2022 |
| October 2023 | $118,148,737 | 13 | August 15, 2023 |
| October 2024 | $161,355,661 | 39 | August 6, 2024 |
| October 2025 | $187,093,402 | 41 | May 12, 2025 |
| October 2026 | $219,071,944 | 21 | March 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MOTIV8 Investments LLC (CRD 285560): Form ADV filing data as of October 2026.