Meadowbrook Investment Advisors LLC
Registered investment adviser · Livonia, MI · CRD #109960
Form ADV data as of 2026-09-01Regulatory assets
$185.2 million
Total accounts
217
Employees
3
Disclosure events
3
Firm details
- Website: http://meadowbrook-advisors.com
- Telephone: 734-953-8688
- SEC file number: 801-57918
- Most recent Form ADV filing: 2026-01-19
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
- Another regulator denied, suspended, or revoked a registration or restricted activity
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $185.2 million |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $185.2 million |
| Discretionary accounts | 217 |
| Non-discretionary accounts | 0 |
| Total accounts | 217 |
| Regulatory assets under management attributable to non-U.S. persons | $543,123 |
People
| Total employees (excluding clerical) | 3 |
| Employees performing investment advisory functions (including research) | 3 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 2 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $19.2 million |
| Clients for whom the firm has custody | 5 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 29 | $10.1 million |
| High net worth individuals | 35 | $146.1 million |
| Charitable organizations | 7 | $29.0 million |