# Meadowbrook Advisors

> Meadowbrook Advisors is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 337223
- Filed as: MEADOWBROOK ADVISORS
- Legal name: Meadowbrook Advisors Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337223
- AdvisorCensus page: https://advisorcensus.com/firm/meadowbrook-advisors-337223

## Quick answers

**How is Meadowbrook Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Meadowbrook Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Meadowbrook Advisors charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: up to $10,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Meadowbrook Advisors registered with the SEC or a state?**
Meadowbrook Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337223.

**How much does Meadowbrook Advisors manage?**
Meadowbrook Advisors reports $321,013,138 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Meadowbrook Advisors' assets and staff changed since 2025?**
In the Form ADV data for Meadowbrook Advisors: Regulatory assets under management: $0 in the October 2025 data and $321,013,138 in the October 2026 data. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meadowbrook Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (61).

**Which custodians does Meadowbrook Advisors use?**
Meadowbrook Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Meadowbrook Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337223

**Does Meadowbrook Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "Meadowbrook Advisors generally does not impose a minimum relationship size."

**What changed in Meadowbrook Advisors' recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $313,409,978. Changed its legal name from Meadowbrook Advisors LLC to Meadowbrook Advisors Group, LLC. Registered or notice-filed in CA, DC, DE, FL, NJ, NY, PA, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> Meadowbrook Advisors generally does not impose a minimum relationship size.

- Flat fee: up to $10,000 (stand-alone financial planning services)

> Meadowbrook Advisors also offers stand-alone financial planning services for a fixed engagement fee ranging up to $10,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $321,013,138
- Discretionary: $321,013,138
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $27,412,786 |
| High net worth individuals | 81 | $293,600,352 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, DE, FL, MA, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meadowbrookadvisors.com
- LinkedIn @107852867
- LinkedIn @greggauerbach
- LinkedIn @ian-auerbach-788b98bb
- LinkedIn @thomas-margaritondo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | June 24, 2025 |
| October 2026 | $321,013,138 | 4 | March 20, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $321,013,138 in the October 2026 data.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $313,409,978.
- Changed its legal name from Meadowbrook Advisors LLC to Meadowbrook Advisors Group, LLC.
- Registered or notice-filed in CA, DC, DE, FL, NJ, NY, PA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meadowbrook Advisors (CRD 337223): Form ADV filing data as of October 2026.