MeadowBrook Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
MeadowBrook Investment Advisors reports 71 clients. They include 35 high-net-worth individuals, 29 individual clients and 7 charitable organizations. Of its assets, 100.0% ($185M across 217 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 5% |
| High-net-worth individuals | 49% | 79% |
| Charitable organizations | 10% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 29 | $10.1M | 5.4% | $348K |
| High-net-worth individuals | 35 | $146M | 78.9% | $4.17M |
| Charitable organizations | 7 | $29M | 15.6% | $4.14M |
| Total | 71 | $185M | 100% | $2.61M |
- Clients
- 29
- Regulatory AUM
- $10.1M
- AUM share
- 5.4%
- Avg. per client
- $348K
- Clients
- 35
- Regulatory AUM
- $146M
- AUM share
- 78.9%
- Avg. per client
- $4.17M
- Clients
- 7
- Regulatory AUM
- $29M
- AUM share
- 15.6%
- Avg. per client
- $4.14M
Total
- Clients
- 71
- Regulatory AUM
- $185M
- AUM share
- 100%
- Avg. per client
- $2.61M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
MeadowBrook Investment Advisors charges 0.50%–1.25% for its Balanced & Equity Fee Schedule. The brochure does not state whether the rate is annual. The fee is billed in advance.
Fee details and sources
George Abel owns 25% to 50% of MeadowBrook Investment Advisors. The leadership team of MeadowBrook Investment Advisors includes Chief Compliance Officer Ronald Doyle. It has 3 employees.
Leadership
- Ronald DoyleManaging Member, Chief Compliance Officer
- George AbelMember
- Dale EmbryManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Meadowbrook Investment Advisors LLC
George Abel
Control person · since January 2013
- Owns 25% to 50% of Meadowbrook Investment Advisors LLC
Dale Embry
Control person · since January 2013
- Owns 25% to 50% of Meadowbrook Investment Advisors LLC
Ronald Doyle
Control person · since January 2013
MeadowBrook Investment Advisors’ regulatory assets grew from $151M (February 2021) to $185M (January 2026); clients rose from 66 to 71 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $185M | 71 | 3 | 1 |
| January 2025 | $176M | 68 | 3 | 1 |
| January 2024 | $160M | 70 | 3 | 1 |
| January 2023 | $137M | 70 | 4 | 1 |
| January 2022 | $170M | 65 | 4 | 1 |
| February 2021 | $151M | 66 | 3 | 1 |
Besides its headquarters, MeadowBrook Investment Advisors has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 17199 N Laurel Park DR, Ste 311, LivoniaHQ
Contact and registration details
- Legal name
- Meadowbrook Investment Advisors LLC
- Headquarters
- 17199 N Laurel Park DR, Ste 311, Livonia, MI 48152-7904
- Website
- meadowbrook-advisors.com
- Phone
- 734-953-8688
- SEC file
- 801-57918
- Structure
- Michigan LLC
- Fiscal year end
- December
MeadowBrook Investment Advisors uses Charles Schwab ($186M) as custodian for its separately managed accounts. MeadowBrook Investment Advisors has custody of $19.2M in client assets for 5 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $186M100%
At year end, MeadowBrook Investment Advisors’ separately managed accounts were mostly in stocks (69%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $126M across 196 positions; the largest are Apple Computer Inc. (5.6%), Vanguard Intl Eqty I (5.5%) and J P Morgan Chase (4.4%).
What the accounts hold
- Stocks69%
- Funds2%
- Bonds19%
- Cash10%
Reported 13F holdings
- $126M
- Reported 13F value
- 196
- Positions
- 38.6%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Apple Computer Inc. · Equity5.6%
- Vanguard Intl Eqty IETF5.5%
- J P Morgan Chase · Equity4.4%
- Nvidia Corp. · Equity4.2%
- First Tr Dj InternetETF4.2%
- Schwab US Large CapETF3.8%
- Microsoft Corp. · Equity3.3%
- Marvell Technology I · Equity2.6%
- Schwab US Small CapETF2.5%
- Costco Whsl Corp. New · Equity2.5%
Together, the ten largest are 38.6% of reported value.
How many clients does MeadowBrook Investment Advisors have?
MeadowBrook Investment Advisors has 71 clients and manages $185 million for them, as of January 2026. They include 35 high-net-worth individuals, 29 individual clients and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 January 2026
What services does MeadowBrook Investment Advisors offer?
MeadowBrook Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MeadowBrook Investment Advisors charge?
MeadowBrook Investment Advisors charges 0.50%–1.25% for its Balanced & Equity Fee Schedule. The brochure does not state whether the rate is annual. The fee is billed in advance.
Source: MEADOWBROOK INVESTMENT ADVISORS, filed 19 January 2026
Which custodians does MeadowBrook Investment Advisors use?
MeadowBrook Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 January 2026
How many financial advisors does MeadowBrook Investment Advisors have?
MeadowBrook Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MeadowBrook Investment Advisors invest in?
At the end of its last fiscal year, MeadowBrook Investment Advisors’ separately managed accounts held 69% exchange-traded equities, 19% investment grade corporate bonds, 10% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MeadowBrook Investment Advisors?
MeadowBrook Investment Advisors’ direct owners are George Abel, Dale Embry and Ronald Doyle, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 January 2026
How does MeadowBrook Investment Advisors get paid?
MeadowBrook Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MeadowBrook Investment Advisors?
MeadowBrook Investment Advisors’ main office is at 17199 N Laurel Park DR, Ste 311, Livonia, MI 48152-7904. Its phone number is 734-953-8688. Its website is meadowbrook-advisors.com.