Disclosures

The firm’s registration, documents, and the disclosures that apply to this website.

Last updated: October 5, 2026

Registration

Motiv8 Investments LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration was approved on November 15, 2016. CRD number 285560. SEC file number 801-108653. Registration with the SEC does not imply a certain level of skill or training.

Documents

Form CRS states that the firm or its financial professionals have legal or disciplinary history to disclose and points readers to Investor.gov to research it.

Website disclosures

Motiv8 Investments LLC (“Motiv8 Investments”) is an SEC registered investment adviser. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Affiliated companies

Michael Terrio, Managing Member of Motiv8 Investments, owns Motiv8 Advisors Inc., an independent marketing organization and insurance agency that markets and wholesales life insurance and fixed annuities to third-party insurance agents in exchange for a marketing or override fee from the issuer. Associated persons of Motiv8 Investments who are separately licensed as insurance agents generally use Motiv8 Advisors Inc.’s marketing and wholesaling services.

Various investment adviser representatives own or control insurance agencies. Their Form ADV Part 2B brochures have more information.

Custodian and benefits received

Motiv8 Investments recommends the services of Charles Schwab & Co., Inc. Advisor Services for its portfolio management program. Schwab is an independent and unaffiliated SEC-registered broker-dealer and a member of FINRA and SIPC. Motiv8 Investments participates in Schwab’s institutional program and receives some benefits through it, which are not considered soft-dollar compensation and are described in Form ADV Part 2A, Items 12 and 14. The firm does not receive client referrals from Schwab.

About this website

Testimonials: This website does not publish testimonials or endorsements.
Performance: This website does not publish performance, returns, holdings, or allocations for any portfolio or model.
Photographs: Photographs on this site show Motiv8 team members and Motiv8 events, along with illustrative images carried over from the firm’s previous website. No photograph should be read as an endorsement or a testimonial.
Links: Links to other websites, including the SEC’s, are provided for convenience. Motiv8 Investments is not responsible for their content.
Audience: This website is written for financial professionals. It is not personalized investment advice for any individual.

Questions about these disclosures

Call 772-247-4488 or email info@motiv8investments.com. A copy of the firm’s Code of Ethics is available on request.