{
  "crd_number": 109960,
  "slug": "meadowbrook-investment-advisors-llc-livonia-mi-109960",
  "primary_business_name": "MEADOWBROOK INVESTMENT ADVISORS LLC",
  "legal_name": "MEADOWBROOK INVESTMENT ADVISORS LLC",
  "dbas": [],
  "city": "Livonia",
  "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": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-08-29",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-01-19",
  "carried_forward": false,
  "raum_total": 185155914.0,
  "raum_discretionary": 185155914.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 28950636.0,
      "count": 7
    },
    "individuals": {
      "raum": 10084346.0,
      "count": 29
    },
    "high_net_worth_individuals": {
      "raum": 146120932.0,
      "count": 35
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "FL",
    "MI"
  ],
  "websites": [
    "https://meadowbrook-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109960",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "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": "LIVONIA",
  "url": "https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960",
  "display_name": "Meadowbrook Investment Advisors LLC",
  "summary": "Meadowbrook Investment Advisors LLC is an SEC-registered investment advisory firm in Livonia, MI, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.",
  "citation": "AdvisorCensus. Meadowbrook Investment Advisors LLC (CRD 109960): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Meadowbrook Investment Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meadowbrook Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Meadowbrook Investment Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 19, 2026 states: Up to $500,000: 1.25% a year; $500,000 to $3,000,000: 0.7% a year; $3,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Meadowbrook Investment Advisors LLC located?",
      "a": "Meadowbrook Investment Advisors LLC's principal office is in Livonia, MI, according to its Form ADV."
    },
    {
      "q": "Is Meadowbrook Investment Advisors LLC registered with the SEC or a state?",
      "a": "Meadowbrook Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109960."
    },
    {
      "q": "How much does Meadowbrook Investment Advisors LLC manage?",
      "a": "Meadowbrook Investment Advisors LLC reports $185,155,914 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Meadowbrook Investment Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Meadowbrook Investment Advisors LLC: Regulatory assets under management: $150,954,780 in the October 2021 data and $185,155,914 in the October 2026 data, up 23%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Meadowbrook Investment Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (29); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Meadowbrook Investment Advisors LLC use?",
      "a": "Meadowbrook Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meadowbrook Investment Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 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 SEC record: https://adviserinfo.sec.gov/firm/summary/109960"
    },
    {
      "q": "Does Meadowbrook Investment Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 19, 2026 says: \"The minimum relationship is generally $250,000 of assets under management. Exceptions to this minimum relationship amount are considered on a selected basis.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 150954780.0,
      "total_employees": 3,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 170247791.0,
      "total_employees": 4,
      "filing_date": "2022-01-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 137166469.0,
      "total_employees": 4,
      "filing_date": "2023-01-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 159828020.0,
      "total_employees": 3,
      "filing_date": "2024-01-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 175969710.0,
      "total_employees": 3,
      "filing_date": "2025-01-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 185155914.0,
      "total_employees": 3,
      "filing_date": "2026-01-19"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.25%"
      },
      {
        "band": "$500,000 to $3,000,000",
        "rate": "0.7%"
      },
      {
        "band": "$3,000,000 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.25% a year",
          "$500,000 to $3,000,000: 0.7% a year",
          "$3,000,000 to $10,000,000: 0.5% a year",
          "Above $10,000,000: see the brochure"
        ],
        "quotes": [
          "Invoices are based on the following fee schedule: Balanced & Equity Fee Schedule: 1.25% on the first $500,000 0.70% on the next $2,500,000 0.50% on the next $7,000,000 Over $10,000,000 Negotiated"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum relationship is generally $250,000 of assets under management. Exceptions to this minimum relationship amount are considered on a selected basis."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.25
        },
        {
          "min": 500000.0,
          "max": 3000000.0,
          "rate_pct": 0.7
        },
        {
          "min": 3000000.0,
          "max": 10000000.0,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Invoices are based on the following fee schedule: Balanced & Equity Fee Schedule: 1.25% on the first $500,000 0.70% on the next $2,500,000 0.50% on the next $7,000,000 Over $10,000,000 Negotiated",
      "The minimum relationship is generally $250,000 of assets under management. Exceptions to this minimum relationship amount are considered on a selected basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 10084346.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 146120932.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 28950636.0
    }
  ],
  "disclosure_line": "Reports 3 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/109960",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}