CRD: 285560
Motiv8 Investments LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ValueWave
- Established Date
- 11-15-2016
- Office Locations
- 8
Office Locations
About Motiv8 Investments LLC
Motiv8 Investments provides financial advisors with outsourced investment management and planning support, including risk-tolerance profiling, asset allocation, and customized financial plans. The firm offers diversified ETF model portfolios (M8 Conservative through Aggressive) built with liquid, low-cost, potentially tax-efficient ETFs across asset classes, geographies, and sectors, guided by modern portfolio theory and real-time research.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL GERALD TERRIO
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #5453353
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JANE ELIZABETH BOURETTE
Investment Advisor Representative
- CRD
- #5565692
STEPHEN GLYNN DYER
Owner
- CRD
- #5978181
Optima frontier
Capital ridge
- CRD
- #27141
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,071,944 | $163,853 |
| Non-Discretionary | $0 | -- |
| Total | $219,071,944 | $163,853 |
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Separately Managed Accounts
Total SMA Asset: $219,071,944
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,317,791,753 | 14.7% |
| Equity - Exchange | $3,030,024,576 | 33.8% |
| Cash | $2,761,087,483 | 30.8% |
| Corporate - Investment Grade | $1,855,665,939 | 20.7% |
| Total | $8,964,569,751 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX SIGNAL HARBOR | MATRIX PRIME | ORO69UQ86 | ODX | 12.15% | $80,832,850 |
| PRIME ELEMENT FUSION | RIDGE CREST | 1MFHA4675 | IDRFS | 4.45% | $90,181,083 |
| SUMMIT PATHWAY | SUMMIT INSIGHT | 6DHGHSG99 | KVEAP | 9.98% | $70,710,008 |
| ALPHA TIMBER | QUANTUM DELTA | E33D4DPKV | LVB | 8.50% | $55,975,359 |
| QUANTUM VALUE | EAGLE INSIGHT | U2T6W1EWJ | LZQ | 8.40% | $40,460,036 |
| BEACON TIMBER OPTIMA | PRIME MOMENTUM | FHFR00LD9 | HNGB | 4.72% | $51,456,367 |
| RIDGE RIDGE | SIGNAL PRIME | LX66X2B06 | BEUZX | 9.93% | $20,366,294 |
| SIGNAL BEACON FOCUS | PEAK SIGNAL | O0IG5AMNI | FFZXC | 6.45% | $40,729,512 |