Ronald
Blair

Motiv8 Investments LLC

CRD#5948621
Investment Advisor
in Stuart, FL

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About this Advisor

Ronald Blair is a financial advisor who works out of Stuart, Florida, with 1 year of industry experience. Blair is an employee of Motiv8 Investments LLC. Over the course of their career, Blair has held roles at Hht Capital Management, LLC, Motiv8 Investments LLC and Db8 Inc Dba Caprock Financial Group. Blair holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Texas. Motiv8 Investments LLC is a financial advisory business that has its headquarters in Stuart, FL. The firm has offices in 14 locations and a total of 13 people on staff. It administers $118 million in assets under management between its 722 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 722 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which services are offered. Fee types billed by Motiv8 Investments LLC can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2104 Se Rays Way
Stuart, FL 34994

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Motiv8 Investments LLC Brokerage Details

Total Assets Under Management

$118,148,737

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

722

FL Average: 2,474
Average Account Size

$163,641

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ronald Blair Work History

Ronald has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Motiv8 Investments LLC

2011 - Present (13 years)

Hht Capital Management, LLC

2011 - Present (13 years)

Db8 Inc Dba Caprock Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ronald Blair to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Motiv8 Investments LLC

Grace Nicholson
Salt Lake City, UT
Andrey Kolpakov
Stuart, FL
Ronald Blair
Stuart, FL
Kayla Clark
Stuart, FL
Owen Tennyson
Meridian, ID
Stephen Dyer
Stuart, FL
Patrick Munnerlyn
Fayetteville, AR
Michael Terrio
Stuart, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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