← Directory
MEADOWBROOK INVESTMENT ADVISORS LLC
CRD 109960File 801-57918
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 19, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 68 | 71 | increased by3 |
| Feb 1, 2026 | AUM | $175,969,710 | $185,155,914 | increased by$9,186,204 |
| Feb 1, 2026 | Accounts | 221 | 217 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 65 | 68 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $170,247,791 | $175,969,710 | increased by$5,721,919 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 195 | 221 | increased by26 |
| Feb 1, 2022 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2022 | Clients | 66 | 65 | decreased by1 |
| Feb 1, 2022 | AUM | $150,954,780 | $170,247,791 | increased by$19,293,011 |
| Feb 1, 2022 | Accounts | 198 | 195 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEADOWBROOK INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEADOWBROOK INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.