{ "crd_number": 298211, "slug": "m-a-global-investment-advisor-llc-southfield-mi-298211", "primary_business_name": "M.A. GLOBAL INVESTMENT ADVISOR, LLC", "legal_name": "M.A. GLOBAL INVESTMENT ADVISOR, LLC", "dbas": [], "city": "Southfield", "state": "MI", "country": "United States", "cbsa_code": "19820", "metro": { "cbsa_code": "19820", "common_name": "Detroit", "msa_name": "Detroit-Warren-Dearborn, MI", "path": "/advisors/mi/detroit" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2018-07-26", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 19270000.0, "raum_discretionary": 19270000.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 8650000.0, "count": 62, "description": "ANNUITIES" }, "individuals": { "raum": 6500000.0, "count": 102 }, "high_net_worth_individuals": { "raum": 4120000.0, "count": 4, "fewer_than_5": true } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "MI" ], "websites": [ "https://meridamde.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298211", "disclosure_items": [ { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.D(5)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?" } ], "city_as_filed": "SOUTHFIELD", "url": "https://advisorcensus.com/firm/m-a-global-investment-advisor-llc-southfield-mi-298211", "display_name": "M.A. Global Investment Advisor, LLC", "summary": "M.A. Global Investment Advisor, LLC is a state-registered investment advisory firm in Southfield, MI, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. M.A. Global Investment Advisor, LLC (CRD 298211): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is M.A. Global Investment Advisor, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), M.A. Global Investment Advisor, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is M.A. Global Investment Advisor, LLC located?", "a": "M.A. Global Investment Advisor, LLC's principal office is in Southfield, MI, according to its Form ADV." }, { "q": "Is M.A. Global Investment Advisor, LLC registered with the SEC or a state?", "a": "M.A. Global Investment Advisor, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298211." }, { "q": "How much does M.A. Global Investment Advisor, LLC manage?", "a": "M.A. Global Investment Advisor, LLC reports $19,270,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "What types of clients does M.A. Global Investment Advisor, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); other (62); high net worth individuals (4)." }, { "q": "Does M.A. Global Investment Advisor, LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298211" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/m-a-global-investment-advisor-llc-southfield-mi-298211.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 102, "fewer_than_5": false, "raum": 6500000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 4, "fewer_than_5": true, "raum": 4120000.0 }, { "type": "other", "label": "Other", "count": 62, "fewer_than_5": false, "raum": 8650000.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298211", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }