Motiv8 Investments Llc
- Regulatory AUM
- $219M
- Discretionary
- $219M
- Clients
- 726
- Avg AUM / client
- $302K
- Accounts
- 1,337
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 678 | $146M | 66.5% |
| High net worth individuals | 42 | $72.3M | 33.0% |
| Pension and profit sharing plans | 6 | $1.2M | 0.55% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Gerald Terrio | Managing Member/President/Cco | Sep 2016 (10y) | 75% or more | |
| Patrick Daniel Munnerlyn | Registered representative | Feb 2017 (10y) | ||
| Catherine Jeanne Hietala | Registered representative | Sep 2017 (9y) | ||
| Katherine Mary Stienessen | Registered representative | May 2019 (7y) | ||
| Stephen Glynn Dyer | Registered representative | CFP | Apr 2021 (5y) | |
| Owen P Tennyson | Registered representative | Mar 2022 (4y) | ||
| Andrey N Kolpakov | Registered representative | May 2022 (4y) | ||
| Sean Allen Mason | Registered representative | Sep 2022 (4y) | ||
| Jane Elizabeth Bourette | Registered representative | Oct 2023 (3y) | ||
| Christina Worth Kemprecos | Registered representative | Oct 2023 (3y) | ||
| Matthew James Neal | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $185M (84% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗