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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MOTIV8 INVESTMENTS LLC

CRD 285560

PORT ST LUCIE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a9c85a9-d693-5b56-1035-5f6ed92f5a53

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 14
On other graphs: 0
Observed: Nov 4, 2016 to Mar 13, 2026
89 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $219MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $219M
Private client RAUM: $218MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $19.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 10
Offices: 10Schedule D 1.F, beyond the principal office
Accounts: 1,337
Individual clients: 678
High net worth clients: 42
Custody, client assets: $170M
SEC number: 801-108653
CRD: 285560
Filings on the tape: 89
First filed: Nov 4, 2016
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL GERALD TERRIO	n/a	PORT ST LUCIE, FL	9	18	2	no
PATRICK DANIEL MUNNERLYN	n/a	Oklahoma City, OK	9	17	2	no
CATHERINE JEANNE HIETALA	n/a	Mound, MN \| PORT ST LUCIE, FL	8	11	n/a	no
KATHERINE MARY STIENESSEN	n/a	St Louis Park, MN \| PORT ST LUCIE, FL	7	26	1	no
STEPHEN GLYNN DYER	Certified Financial Planner	PORT ST LUCIE, FL \| Augusta, GA	5	16	2	no
OWEN P TENNYSON	n/a	PORT ST LUCIE, FL \| Boise, ID	4	12	1	no
Andrey N Kolpakov	n/a	PORT ST LUCIE, FL	4	10	3	no
JANE ELIZABETH BOURETTE	n/a	PORT ST LUCIE, FL \| Chatham, MA	2	17	2	no
CHRISTINA WORTH KEMPRECOS	n/a	PORT ST LUCIE, FL	2	30	4	no
Matthew James Neal	n/a	PORT ST LUCIE, FL \| St Louis Park, MN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TERRIO, MICHAEL, GERALD	MANAGING MEMBER/PRESIDENT/CCO	E	yes	09/2016	Nov 4, 2016	Dec 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MIKE TERRIO, INC.	n/a	n/a	n/a	N	yes	n/a
MOTIV8 ADVISORS INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Fresno	CA	United States	1	no
Deland	FL	United States	1	no
Stuart	FL	United States	1	no
Wellington	FL	United States	1	no
Augusta	Ga	United States	1	no
Boise	Id	United States	1	no
Chatham	Ma	United States	1	no
ST. LOUIS PARK	Mn	United States	1	no
OKLAHOMA CITY	Ok	United States	1	no
Lubbock	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$219M	$219M	21	10	10	n/a	n/a
2024	Mar 24, 2025	$187M	$187M	40	14	12	n/a	n/a
2023	Mar 29, 2024	$161M	$161M	40	14	13	n/a	n/a
2022	Feb 21, 2023	$118M	$81.8M	13	13	14	n/a	n/a
2021	Mar 17, 2022	$143M	$139M	2	0	10	n/a	n/a
2020	Mar 17, 2021	$150M	$150M	8	5	12	n/a	n/a
2019	Mar 23, 2020	$146M	$146M	14	12	12	n/a	n/a
2018	Mar 13, 2019	$81.8M	$81.8M	13	11	11	n/a	n/a
2017	Mar 23, 2018	$54.4M	$51.2M	12	12	4	n/a	n/a
2016	Mar 31, 2017	$5.1M	$5.1M	14	11	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	36.4%	0	1	0	2	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$219M	$187M	17.1%	$118M	22.9%	21	40	10	12

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Owlfi	2	Jan 18, 2022	Apr 27, 2021	LENEXA, KS	Team lift out	Other	20.0%

Relationships

Registered with (32)

← Matthew James NealAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← CHRISTINA WORTH KEMPRECOSAdvisorregistration: current employment
Oct 16, 2023 to presentfactForm ADV
← JANE ELIZABETH BOURETTEAdvisorregistration: current employment
Oct 12, 2023 to presentfactForm ADV
← SEAN ALLEN MASONAdvisorregistration: current employment
Sep 8, 2022 to presentfactForm ADV
← Andrey N KolpakovAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← OWEN P TENNYSONAdvisorregistration: current employment
Mar 18, 2022 to presentfactForm ADV
← STEPHEN GLYNN DYERAdvisorregistration: current employment
Apr 20, 2021 to presentfactForm ADV
← KATHERINE MARY STIENESSENAdvisorregistration: current employment
May 17, 2019 to presentfactForm ADV
← CATHERINE JEANNE HIETALAAdvisorregistration: current employment
Sep 25, 2017 to presentfactForm ADV
← PATRICK DANIEL MUNNERLYNAdvisorregistration: current employment
Feb 1, 2017 to presentfactForm ADV
← MICHAEL GERALD TERRIOAdvisorregistration: current employment
Dec 19, 2016 to presentfactForm ADV
← Marci HodgeAdvisorregistration: previous registration
Jul 6, 2022 to Apr 30, 2026factForm ADV
← Anne Elizabeth CherskovAdvisorregistration: previous registration
May 13, 2025 to Dec 19, 2025factForm ADV
← RONALD DERECK BLAIRAdvisorregistration: previous registration
Nov 28, 2022 to Oct 23, 2025factForm ADV
← Grace NicholsonAdvisorregistration: previous registration
Mar 13, 2023 to May 23, 2024factForm ADV
← MARK EDWARD STRATTONAdvisorregistration: previous registration
Sep 5, 2017 to Jan 18, 2022factForm ADV
← BRENT EMMANUEL CHAVEZAdvisorregistration: previous registration
Feb 1, 2019 to Jan 18, 2022factForm ADV
← Troy Daniel CarruthersAdvisorregistration: previous registration
Jan 10, 2020 to Jan 18, 2022factForm ADV
← DAVID WILLIAM BUSHAdvisorregistration: previous registration
May 14, 2019 to Jan 18, 2022factForm ADV
← ELLIOT THOMAS OMANSONAdvisorregistration: previous registration
Jun 29, 2017 to Jan 18, 2022factForm ADV
← Dirk Eugene PalmerAdvisorregistration: previous registration
Apr 29, 2021 to Sep 23, 2021factForm ADV
← KRISTA DAWN MCBEATHAdvisorregistration: previous registration
Feb 13, 2017 to Aug 31, 2020factForm ADV
← ROBERT LAVERN MCBEATHAdvisorregistration: previous registration
Mar 2, 2017 to Aug 31, 2020factForm ADV
← RICHARD ALLEN BEANAdvisorregistration: previous registration
Feb 13, 2017 to Aug 20, 2019factForm ADV
← CARLTON SCOTT PHILLIPSAdvisorregistration: previous registration
Aug 3, 2017 to Dec 11, 2018factForm ADV
← FRANK JOSEPH JAKSA IIIAdvisorregistration: previous registration
Feb 15, 2017 to Mar 22, 2018factForm ADV
← DANNY CORY HOWESAdvisorregistration: previous registration
Mar 13, 2017 to Dec 21, 2017factForm ADV
← NANCY Lee BARTOLAMEOLLIAdvisorregistration: previous registration
Mar 30, 2017 to Dec 13, 2017factForm ADV
← JOSHUA KARL GREENBERGAdvisorregistration: previous registration
Jul 26, 2017 to Sep 21, 2017factForm ADV
← TAD MICHAEL SACHECKAdvisorregistration: previous registration
Apr 11, 2017 to Aug 2, 2017factForm ADV
and 2 more

Controls (1)

← TERRIO, MICHAEL, GERALDOwnerMANAGING MEMBER/PRESIDENT/CCO, ownership code E, individual
Nov 4, 2016 to Dec 23, 2024factForm ADV

Moved with (1)

→ OWLFIRegistered adviser2 advisors, team lift out, same day
Jan 18, 2022 to Apr 27, 2021factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 17, 2026
Advisor changed firm
Sean Allen Mason left Motiv8 Investments LLC for Truvestments Capital LLC (registered 2026-09-17)
Form ADVobserved 3 days ago
Occurred
Apr 30, 2026
Advisor changed firm
Marci Hodge left Motiv8 Investments Llc for Prosperity Capital Advisors (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Dec 19, 2025
Advisor changed firm
Anne Elizabeth Cherskov left Motiv8 Investments Llc for Tlg Advisors, Inc. (registered 2026-03-03)
Form ADVobserved 6 days ago
Occurred
Oct 23, 2025
Advisor changed firm
Ronald Dereck Blair left Motiv8 Investments Llc for Alphastar Capital Management (registered 2025-10-31)
Form ADVobserved 6 days ago
Occurred
May 23, 2024
Advisor changed firm
Grace Nicholson left Motiv8 Investments Llc for Prosperity Capital Advisors (registered 2024-05-06)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Team lift-out
2 advisors left Motiv8 Investments LLC (Lenexa, KS) for Owlfi on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jan 18, 2022
Advisor changed firm
Troy Daniel Carruthers left Motiv8 Investments Llc for Fbl Wealth Management, Llc (registered 2022-11-03)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
David William Bush left Motiv8 Investments Llc for Owlfi (registered 2021-04-27)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Mark Edward Stratton left Motiv8 Investments Llc for Owlfi (registered 2022-01-03)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Brent Emmanuel Chavez left Motiv8 Investments Llc for Aequitas Equitas Wealth Management Llc (registered 2021-05-14)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Elliot Thomas Omanson left Motiv8 Investments Llc for Owlfi (registered 2021-04-16)
Form ADVobserved 6 days ago
Occurred
Nov 4, 2016
First Form ADV filing
Motiv8 Investments Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 17, 2021
Motiv8 Investments Llc reported 0 state-registered advisory representatives, down from 11 (2020-08-31 to 2021-03-17)
Occurred
Dec 26, 2018
Motiv8 Investments Llc reported 11 offices beyond its principal office, up from 5 (2018-12-11 to 2018-12-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a9c85a9-d693-5b56-1035-5f6ed92f5a53
First observed: Nov 4, 2016
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOTIV8 INVESTMENTS LLC

CRD 285560

PORT ST LUCIE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a9c85a9-d693-5b56-1035-5f6ed92f5a53

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL GERALD TERRIO

n/a

PORT ST LUCIE, FL

PATRICK DANIEL MUNNERLYN

n/a

Oklahoma City, OK

CATHERINE JEANNE HIETALA

n/a

Mound, MN | PORT ST LUCIE, FL

n/a

KATHERINE MARY STIENESSEN

n/a

St Louis Park, MN | PORT ST LUCIE, FL

STEPHEN GLYNN DYER

Certified Financial Planner

PORT ST LUCIE, FL | Augusta, GA

OWEN P TENNYSON

n/a

PORT ST LUCIE, FL | Boise, ID

Andrey N Kolpakov

n/a

PORT ST LUCIE, FL

JANE ELIZABETH BOURETTE

n/a

PORT ST LUCIE, FL | Chatham, MA

CHRISTINA WORTH KEMPRECOS

n/a

PORT ST LUCIE, FL

Matthew James Neal

n/a

PORT ST LUCIE, FL | St Louis Park, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TERRIO, MICHAEL, GERALD

MANAGING MEMBER/PRESIDENT/CCO

yes

09/2016

Nov 4, 2016

Dec 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MIKE TERRIO, INC.

n/a

yes

n/a

MOTIV8 ADVISORS INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Fresno

United States

Deland

United States

Stuart

United States

Wellington

United States

Augusta

United States

Boise

United States

Chatham

United States

ST. LOUIS PARK

United States

OKLAHOMA CITY

United States

Lubbock

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$219M

n/a

2024

Mar 24, 2025

$187M

n/a

2023

Mar 29, 2024

$161M

n/a

2022

Feb 21, 2023

$118M

$81.8M

n/a

2021

Mar 17, 2022

$143M

$139M

n/a

2020

Mar 17, 2021

$150M

n/a

2019

Mar 23, 2020

$146M

n/a

2018

Mar 13, 2019

$81.8M

n/a

2017

Mar 23, 2018

$54.4M

$51.2M

n/a

2016

Mar 31, 2017

$5.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

36.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$219M

$187M

17.1%

$118M

22.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Owlfi

Jan 18, 2022

Apr 27, 2021

LENEXA, KS

Team lift out

Other

20.0%