CRD: 109960
Meadowbrook Investment Advisors LLC
$185.2M Total AUM
$185.2M Disc. AUM
10.8% 3Y CAGR
3 Employees
71 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 08-29-2000
- Office Locations
- 1
Office Locations
17199 N Laurel Park DR STE 311 Livonia MI
About Meadowbrook Investment Advisors LLC
Meadowbrook Investment Advisors LLC is a Livonia-based RIA. The firm has been operating for 25 years. Managing $185.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Portfolio Construction.
Team overview
-- AVG AGE
$61.7M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
10.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Frontier north Momentum Ember wave
Client Personas
Fusion vital
Investment Themes
Oak crest
Investment Vehicles
Radial
Services
Glacier Bridge
Technology
Matrix
Owner & Executives
G
GEORGE FARRAR ABEL
--
- CRD
- --
- Ownership
- 25% but less than 50%
(712) 555-4338
matrix.alpha@matrixcapital.com
in linkedin.com/in/north-unison
RONALD LAWRENCE DOYLE
Chief Compliance Officer, Managing Member
- CRD
- #4354557
- Ownership
- 25% but less than 50%
(732) 424-6189
wave.ridge@quantumcapital.com
in linkedin.com/in/matrix-matrix
C
Capital bridge
Focus wave
- CRD
- #80254
- Ownership
- 18.7%
(582) 403-7340
wave.harbor@zenithcapital.com
in linkedin.com/in/element-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,155,914 | $853,253 |
| Non-Discretionary | $0 | -- |
| Total | $185,155,914 | $853,253 |
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Separately Managed Accounts
Total SMA Asset: $185,155,914
Equity - Exchange:
19.4% Corporate - Investment Grade:
39.7% Cash:
26.8% Public Funds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $94,665,335 | 19.4% |
| Corporate - Investment Grade | $193,722,360 | 39.7% |
| Cash | $130,774,792 | 26.8% |
| Public Funds | $68,803,155 | 14.1% |
| Total | $487,965,642 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER GLACIER | CAPITAL VALUE | POI69JORS | WVRRV | 12.16% | $117,498,734 |
| HORIZON FUSION | CAPITAL EMBER | EJQOH5CFM | WURKB | 1.57% | $49,113,055 |
| WAVE FOCUS DELTA | GLACIER RADIAL | YKOMVGYTE | UOO | 12.18% | $77,175,895 |
| BEACON VITAL FOUNDATION | BEACON RIDGE | 3B4USCOLL | AMK | 3.30% | $28,592,627 |
| HARBOR ZENITH VERTEX | CAPITAL BRIDGE | MT9R2TQGY | ZJOP | 10.67% | $47,516,635 |
| PIONEER EMBER | QUANTUM NORTH | O29FH7ZKN | HECBF | 12.46% | $95,818,786 |
| EMBER QUANTUM | ALPHA PATHWAY | FZN5LQHVA | WKF | 3.84% | $105,914,600 |
| GLACIER TIMBER | GLACIER MATRIX | 861D1P9AW | FUL | 10.81% | $115,072,738 |