PORT ST LUCIE, FLCRD 285560Latest ADV March 13, 2026
Motiv8 Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port St Lucie, FL. Its latest Form ADV filing, dated March 13, 2026, reports $219M in regulatory assets under management, 21 employees, 10 offices, and 1,337 accounts.
Assets Under Management
$219M
Employees
21
Offices
10 offices
Total Clients
726
Primary office
PORT ST LUCIE, FL
542 NW UNIVERSITY BLVD, SUITE B101, PORT ST LUCIE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.4% of total clients.
Top client categories% of clientsClients
1
Individuals
93.4%
678
2
HNWI
5.8%
42
3
Pension Plans
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 13, 2026
Discretionary100.0%
$219M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$219M
Total Accounts1,337
10Y AUM Change+$214M (+4204.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee35:1
10Y Employee Change+7 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.