← Directory
MEADOWBROOK INVESTMENT ADVISORS LLC
CRD 109960File 801-57918
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$185.2M
Bottom 25% of cohort (national)
Discretionary AUM
$185.2M
Clients
71
217 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 29, 2000
- Principal office
- 17199 N LAUREL PARK DR, STE 311, LIVONIA, MI, 48152-7904
- Phone
- 734-953-8688
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $185.2M
- Discretionary AUM
- $185.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 217
- Non-discretionary accounts
- 0
- Total accounts
- 217
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $29.0M |
| High net worth individuals | 35 | $146.1M |
| Individuals (other than high net worth individuals) | 29 | $10.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.