MOTIV8 INVESTMENTS LLC
Firm details
- Headquarters
- PORT SAINT LUCIE, Florida
- CRD number
- 285560
- Registered since
- November 15, 2016
- Website
- www.motiv8investments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.46%
- HNWI32.99%
- Pension & Profit Sharing Plans0.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Motiv8 Investments LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm is owner‑managed and serves both individual and family clients as well as institutional investors. Core services center on financial planning and discretionary portfolio management for individuals and small businesses. Its fee schedule includes asset‑based fees, hourly billing and fixed‑fee arrangements. The firm does not position itself as an ESG investor, multi‑state adviser, pension consultant or capital allocator; it lists affiliations with other investment advisers, accounting firms and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Contacts
3 of 10SEAN MASON
President, Financial AdvisorCRD 6397859
KATHERINE STIENESSEN
OwnerCRD 4039071
CATHERINE HIETALA
Vice PresidentCRD 6475776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 256Active vs passive
$80.1M in ETFs
46%
$36.8M
52%
$43.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.5M | 12,527 | 10.66% |
Location
PORT SAINT LUCIE, FL
SAINT LUCIE
Location
PORT SAINT LUCIE, FL
Headquartered in PORT SAINT LUCIE, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- SAINT LUCIE
- Address
- 542 NW University Blvd
- Time zone
- ET (UTC-5)
- Office locations
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