# Meadowbrook Investment Advisors LLC

> 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.

- CRD: 109960
- Filed as: MEADOWBROOK INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Livonia, MI
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109960
- AdvisorCensus page: https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960

## Quick answers

**How is Meadowbrook Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Meadowbrook Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Meadowbrook Investment Advisors LLC charge?**
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.

**Where is Meadowbrook Investment Advisors LLC located?**
Meadowbrook Investment Advisors LLC's principal office is in Livonia, MI, according to its Form ADV.

**Is Meadowbrook Investment Advisors LLC registered with the SEC or a state?**
Meadowbrook Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109960.

**How much does Meadowbrook Investment Advisors LLC manage?**
Meadowbrook Investment Advisors LLC reports $185,155,914 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**How have Meadowbrook Investment Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Meadowbrook Investment Advisors LLC serve?**
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).

**Which custodians does Meadowbrook Investment Advisors LLC use?**
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.

**Does Meadowbrook Investment Advisors LLC report any disciplinary disclosures?**
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

**Does Meadowbrook Investment Advisors LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 19, 2026)

- 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

> 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

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum relationship is generally $250,000 of assets under management. Exceptions to this minimum relationship amount are considered on a selected basis.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $185,155,914
- Discretionary: $185,155,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $10,084,346 |
| High net worth individuals | 35 | $146,120,932 |
| Charitable organizations | 7 | $28,950,636 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109960

### Websites listed on Form ADV (Item 1.I)
- meadowbrook-advisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,954,780 | 3 | February 25, 2021 |
| October 2022 | $170,247,791 | 4 | January 23, 2022 |
| October 2023 | $137,166,469 | 4 | January 23, 2023 |
| October 2024 | $159,828,020 | 3 | January 30, 2024 |
| October 2025 | $175,969,710 | 3 | January 20, 2025 |
| October 2026 | $185,155,914 | 3 | January 19, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meadowbrook Investment Advisors LLC (CRD 109960): Form ADV filing data as of October 2026.