MEADOWBROOK INVESTMENT ADVISORS LLC

Adviser information for MEADOWBROOK INVESTMENT ADVISORS LLC last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 211 $159.8M
Non-Discretionary 0 $0
Total 211 $159.8M

Clients

Type Number RAUM
Individuals 30 $9.7M
HNW Individuals 33 $123.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 7 $26.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-57918
SEC ERA File Number 801-57918
SEC CIK Numbers 1308290
SEC CRD Numbers 109960
Legal Entity Identifier None

Principal Office

17199 N LAUREL PARK DR
STE 311
LIVONIA
MI
United States
Monday - Friday, 10 A.M. TO 4 P.M.
Tel: 734-953-8688, Fax: None

Chief Compliance Officer

RONALD L DOYLE
MANAGING MEMBER
17199 N LAUREL PARK DRIVE
STE 311
LIVONIA
MI
United States
Tel: 734-953-8688
(Full email address available in API data)

Regulatory Contact

DALE B EMBRY
MANAGING MEMBER
17199 N LAUREL PARK DR
STE 311
LIVONIA
MI
United States
Tel: 734-953-8688
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ABEL, GEORGE, FARRAR Individual MEMBER 01/2013 25-50%
EMBRY, DALE, BRIAN Individual MANAGING MEMBER 01/2013 25-50%
DOYLE, RONALD, LAWRENCE Individual MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 01/2013 25-50%

No. Employees, Historic

105020192020202120222023202420254 on 7/10/20194 on 2/26/20204 on 6/2/20203 on 8/24/20203 on 8/24/20203 on 2/25/20214 on 1/23/20224 on 1/23/20233 on 1/30/2024

RAUM, Historic

200M100M02019202020212022202320242025121710646 on 7/10/2019142709324 on 2/26/2020142709324 on 6/2/2020142709324 on 8/24/2020142709324 on 8/24/2020150954780 on 2/25/2021170247791 on 1/23/2022137166469 on 1/23/2023159828020 on 1/30/2024

No. Clients, Historic

70350201920202021202220232024202569 on 7/10/201967 on 2/26/202067 on 6/2/202067 on 8/24/202067 on 8/24/202066 on 2/25/202165 on 1/23/202270 on 1/23/202370 on 1/30/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
A T & T Corp Equity 210K 11K
Abbott Laboratories Equity 233K 2K
Abbvie Inc Equity 137K 801
Accenture Plc Equity 8K 25
Advanced Micro Devic Equity 32K 200
Advent Claymore Conv Equity 57K 5K
Aflac Inc Equity 45K 500
Agnc Investm Equity 48K 2K
Alcon Inc Ord Equity 12K 140
Alibaba Group Hldg A Equity 1K 15
Allete Inc New Equity 664 97
Allstate Corporation Equity 103K 648
Alphabet Inc. Class Equity 1M 7K
Alphabet Incorporate Equity 103K 560
Amazon Com Inc Equity 1M 7K
American Airls Group Equity 1K 100
American Electric Po Equity 1K 12
American Express Com Equity 1M 5K
Analog Devices Inc Equity 4K 17
Apache Corp Equity 690K 23K
Apple Computer Inc Equity 6M 26K
Artisan Part Asset M Equity 315K 8K
Astrazeneca Plc Equity 2K 31
Automatic Data Proce Equity 2M 7K
Bancroft Cf Equity 30K 2K
Bank Montreal Quebec Equity 6K 75
Bank of Amer 7.25 C Convertible 932K 780
Bank Of America Corp Equity 1M 35K
Bank Of Nova Scotia Equity 4K 90
Barings Participatio Equity 35K 2K
Berkshire Hathaway C Equity 45K 111
BJ's Wholesale Club Equity 248K 3K
Blackrock Equity 1M 1K
Blackrock Taxabl Mun Equity 9K 548
Blackrock Tcp Capita ETF 96K 9K
Blackstone Group Lp Equity 3K 28
Bloom Energy Corp Equity 23K 2K
Boeing Co Equity 1M 7K
Borg Warner Equity 322K 10K
Bp Amoco Plc Adr Equity 5K 150
Bristol-Myers Squibb Equity 6K 150
Broadcom LTD Equity 368K 229
Brookfield Renewable Equity 106K 4K
C M S Energy Corp Equity 89K 2K
Calamos Convertible Equity 5K 460
Carlisle Companies I Equity 630K 2K
Carnival Corp Equity 243 13
Carrier Global Corp Equity 252 4
Charles Schwab Commo Equity 4K 50
Chevron Corp Equity 345K 2K
Chubb Corp Equity 3K 13
Church & Dwight Co I Equity 157K 2K
Cigna Corp Equity 47K 142
Cisco Systems Inc Equity 797K 17K
Citigroup Inc Equity 3K 45
Clorox Company Equity 37K 268
CME Group Inc Equity 1K 7
Coca Cola Company Equity 217K 3K
Cohen Steers Reit Pr Equity 13K 639
Colgate-Palmolive Co Equity 175K 2K
Comcast Corp A Equity 7K 175
Comerica Incorporate Equity 238K 5K
Conocophillips Equity 17K 150
Costco Whsl Corp New Equity 3M 4K
Coterra Energy Equity 277K 10K
Crane Holdings Co Equity 2K 15
Crown Castle Inc Equity 684 7
Curtiss Wright Corp Equity 370K 1K
CVS Health Corp Equity 878K 15K
D T E Energy Company Equity 268K 2K
Delta Air Lines Inc Equity 23K 480
Deutsch X Trks Msci Equity 14K 335
Devon Energy Corp Ne Equity 270K 6K
Diageo Plc Equity 3K 21
Diamondback Energy I Equity 320K 2K
Digital Realty TRUST Equity 1K 8
Discover Financial S Equity 36K 272
Disney Walt Hldg Co Equity 890K 9K
Dominion Res Inc Va Equity 84K 2K
Dover Corporation Equity 1M 8K
Dow Chemical Company Equity 86K 2K
DT Midstream Equity 116K 2K
Duke Energy Corporat Equity 191K 2K
Dycom Industries Inc Equity 319K 2K
East West Bancorp Equity 475K 6K
Eaton Corporation Equity 154K 490
Eaton Vance Fl Rt In ETF 60K 4K
Ecolab Equity 60K 250
Eli Lilly & Co Equity 14K 15
Encompass Health Cor Equity 52K 611
Enhabit Inc Equity 3K 305
Everest Group Equity 573K 2K
ExlService Holdings Equity 278K 9K
Exxon Mobil Corporat Equity 607K 5K
FedEx Corporation Equity 3K 11
Fidelity Msci Cons S Equity 18K 388
Fidus Investment Cor Equity 54K 3K
First Tr Dj Internet ETF 5M 22K
First Tr Nasdaq 100 ETF 33K 169
Flaherty Crumrine Dy Equity 30K 2K
Flaherty Crumrine To Equity 32K 2K
Ford Motor Company Equity 108K 9K
Fortune Brands Hm & Equity 56K 857
Freeport McMoran Cop Equity 5K 100
Garmin Ltd New Equity 70K 430
Ge Healthcare Techno Equity 1K 16
General Electric Aer Equity 6K 36
General Mills Equity 26K 408
General Motors Corp Equity 11K 239
Gentherm Inc. Equity 153K 3K
Gilead Sciences Inc Equity 80K 1K
Global Payments Equity 526K 5K
Global X Russll 2000 ETF 54K 3K
Global X S&P 500 Cov ETF 160K 4K
Global X Superincome ETF 48K 5K
Global X US Preferre ETF 207K 11K
Hagerty Inc Equity 160K 15K
Hannon Armstrong Sus REIT 288K 10K
HealthEquity Inc Equity 353K 4K
Hexcel Corp. Equity 13K 205
Home Depot Inc Equity 1M 3K
IBM Corporation Equity 354K 2K
Idex Corp Equity 217K 1K
Illinois Tool Works Equity 1M 6K
Illumina Inc Equity 31K 300
Immunitybio Inc Equity 1K 200
Intel Corp Equity 239K 8K
Interparfums Inc. Equity 195K 2K
Intuitive Surgical N Equity 40K 90
Inventrust Pptys Cor Equity 17K 675
Invesco Golden Drago ETF 2K 105
Invesco Preferred ET ETF 491K 42K
Invesco Senior Loan Equity 79K 4K
Iron Mountain Inc Ne Equity 52K 585
Ishare Canada ETF 31K 843
Ishare Robot Artif I Equity 2K 60
Ishares Core Msci To ETF 49K 725
Ishares Global Etf ETF 3K 250
Ishares Int Gov Cred ETF 12K 117
Ishares JPM Emerging ETF 2K 24
Ishares Mbs Etf ETF 7K 74
Ishares Micro Cap Et ETF 2K 17
Ishares Msci Aus Idx ETF 18K 750
Ishares Msci Eafe Sm ETF 41K 663
Ishares Msci Grmny I ETF 100K 3K
Ishares Msci Korea I ETF 2K 35
Ishares Msci Switzer ETF 5K 100
Ishares Russell 2000 ETF 9K 35
Ishares Russell 2000 ETF 47K 234
Ishares Russell Mid ETF 3K 30
Ishares Silver TRUST ETF 7K 275
Ishares Tr Barclays ETF 6K 110
Ishares Tr Barclays ETF 19K 364
Ishares Tr Msci Eafe ETF 4K 54
Ishares Tr Russell 2 ETF 2K 11
Ishares Tr S&P 100 I ETF 153K 580
Ishares Tr S&P Midca ETF 21K 360
Ishares TRUST ETF 87K 1K
Ishares US Aerospace ETF 6K 45
J P Morgan Chase Equity 4M 18K
Johnson & Johnson Equity 731K 5K
Jpmorgan Market Expn ETF 8K 141
Kadant Inc Equity 289K 984
Kimberly-Clark Corp Equity 1M 8K
Kinder Morgan Equity 556K 28K
Kraft Heinz Company Equity 17K 520
Kranshrs Elctr Vhcl Equity 28K 1K
L3Harris Technologie Equity 790K 4K
Lamar Advertising Co Equity 8K 70
Lantheus Holdings In Equity 212K 3K
Lauder Estee Co Inc Equity 37K 345
Leggett & Platt Inc Equity 83K 7K
Linde Plc Equity 2M 4K
LKQ Corporation Equity 160K 4K
Lockheed Martin Corp Equity 55K 118
Luminar Technologies Equity 782 525
Mannkind Corp Equity 5K 920
Marathon Oil Corp Equity 35K 1K
Marathon Pete Corp Equity 16K 90
Marriott Vacation Wo Equity 185K 2K
Marsh & McLennan Equity 8K 36
Marvell Technology I Equity 1M 15K
Masterbrand Inc Equity 12K 840
Mastercard Inc Equity 2M 5K
McDonalds Corp Equity 5K 21
Medical Properties REIT 3K 720
Medtronic Inc Equity 10K 124
Merchants Bancorp In Equity 24K 600
Merck & Co Inc Equity 371K 3K
Merit Med Sys Inc Equity 303K 4K
Metlife Inc Equity 6K 90
Mgm Resorts Intl Equity 6K 133
Microchip Technology Equity 891K 10K
Microsoft Corp Equity 5M 11K
Minnesota Mining & M Equity 309K 3K
Morgan Stanley Equity 53K 544
Mueller Industries Equity 274K 5K
N I O Inc Equity 2K 451
National Fuel Gas Co Equity 12K 220
Netflix Inc Equity 20K 30
Nextera Energy Inc Equity 2K 26
Nike Inc Class B Equity 967K 13K
Nordson Corp Equity 184K 795
Norfolk Southern Cor Equity 199K 925
Nuveen Global High I Equity 28K 2K
Nuveen Taxable Munic Equity 9K 598
Nvidia Corp Equity 4M 31K
Occidental Pete Corp Equity 756 12
Omega Hlthcare Invs Equity 34K 1K
Omnicom Group Inc Equity 820K 9K
On Semiconductor Co Equity 27K 400
Option Care Health Equity 183K 7K
Oracle Corporation Equity 69K 487
Organon & Co Equity 6K 300
Otis Worldwide Corp Equity 193 2
Pac Gas & Elec Equity 5K 300
Palo Alto Networks Equity 403K 1K
Patterson Dental Co Equity 6K 250
Paychex Inc Equity 5K 40
Pepsico Incorporated Equity 994K 6K
Pfizer Incorporated Equity 555K 20K
Philip Morris Intl I Equity 1K 11
Phillips 66 Equity 19K 137
Planet Fitness Inc Equity 160K 2K
Pnc Finl Services Gp Equity 17K 109
Ppl Corp Equity 802 29
Procter & Gamble Co Equity 37K 227
Prothena Corp Plc Equity 4K 200
Qualcomm Inc Equity 8K 38
Rambus Inc. Equity 188K 3K
Raytheon Technologie Equity 19K 193
Real Estate Select S Equity 615 16
Realty Income Corp Equity 322K 6K
Regal Rexnord Corp. Equity 222K 2K
RPM Incorporated Ohi Equity 166K 2K
S P D R TRUST Unit S ETF 511K 939
Sch US Div Equity Et ETF 192K 2K
Sch US Mid-Cap Etf ETF 376K 5K
Sch US Reit Etf ETF 36K 2K
Schlumberger Ltd Equity 142K 3K
Schw Emg Mkt Eq Etf ETF 80K 3K
Schw Intl Eq Etf ETF 410K 11K
Schw US Lcap Gro Etf ETF 31K 311
Schw US Lcap Val Etf ETF 125K 2K
Schwab US Large Cap ETF 4M 56K
Schwab US Small Cap ETF 394K 8K
Shell Plc Equity 1K 17
Simon Property Group Equity 304 2
SiteOne Landscape Su Equity 125K 1K
Skyworks Solutions I Equity 478K 4K
Spdr Barclays Conver ETF 321K 4K
Spdr Barclays Etf Equity 31K 1K
SPDR Biotech ETF 1M 15K
SPDR Financial Selec ETF 70K 2K
Spdr Gold TRUST ETF 311K 1K
Spdr S&P Aerospace & ETF 6K 45
SPDR S&P Clean Power ETF 362K 6K
Spdr S&P Dividend Et ETF 23K 180
Spdr S&P Oil & Gas E ETF 9K 62
SS&C Technologies Equity 226K 4K
Standex Internationa Equity 466K 3K
Starbucks Corp Equity 767K 10K
Starwood Ppty TRUST Equity 329K 17K
State Street Equity 2K 100
Steel Dynamics Equity 262K 2K
Stryker Corp Equity 2M 5K
Sun Life Finl Equity 14K 289
Suncor Energy Inc Ne Equity 3K 86
Surgery Partners In Equity 293K 12K
Syndax Pharmaceutica Equity 35K 2K
Synopsys Inc Equity 448K 753
Synovus Finl Co Equity 32K 800
Sysco Corporation Equity 352K 5K
Target Corporation Equity 1K 7
TechTarget Inc. Equity 210K 7K
Texas Instruments In Equity 6K 32
The Southern Company Equity 6K 75
Thermo Fisher Scient Equity 2M 3K
Toast Inc Equity 158K 6K
Toronto-Dominion Bk Equity 1K 19
Toyota Mtr Co Ltd Or Equity 99K 5K
Tractor Supply Compa Equity 570K 2K
Uber Technologies In Equity 646K 9K
Union Pacific Corp Equity 4K 17
United Parcel Servic Equity 105K 769
United States Nat Ga ETF 20K 1K
Unitedhealth Group I Equity 2M 5K
Universal Health Ser Equity 264K 1K
Vail Resorts Inc. Equity 79K 501
Valero Energy Corp Equity 132K 8K
VanEck Pref Sec ETF 7K 63
Vangard Intl Small C ETF 437K 10K
Vanguard Emerging Ma ETF 483K 10K
Vanguard Europe Pac ETF 68K 405
Vanguard Extended Mk ETF 26K 260
Vanguard Financials ETF 2K 46
Vanguard Glbal Ex US ETF 4K 11
Vanguard Growth Etf ETF 5M 88K
Vanguard Intl Eqty I ETF 68K 455
Vanguard Mid Cap Val ETF 86K 1K
Vanguard Pacific ETF 3K 33
Vanguard Reit Etf ETF 41K 225
Vanguard Small Cap V ETF 31K 115
Vanguard Total Stock ETF 14K 90
Vanguard Value Etf ETF 23K 190
Vanguard Whitehall F Equity 595K 14K
Verizon Communicatio Equity 185K 5K
Viacomcbs Inc Equity 2K 217
Viatris Inc Equity 553 52
Virgin Galactic Hldg Equity 126 15
Vista Outdoor Inc Equity 753 20
Walgreen Boots Equity 136K 11K
Warner Brothers Disc Equity 893 120
Waters Corp Equity 415K 1K
Wells Fargo & Co New Equity 766K 13K
Wells Fargo Conv Pfd Convertible 912K 767
Welltower Inc Equity 60K 574
Westrock Company Equity 12K 234
Wintrust Financial 6 Equity 284K 3K
Wisdomtree Art Intll Equity 2K 100
Wisdomtree TRUST Etf Equity 63K 1K
Workhorse Group Inc Equity 989 630
Zimmer Holdings Inc Equity 13K 119
Zoetis Inc Equity 3K 16
Zscaler Inc Equity 9K 45
Whirlpool Corp Equity 266K 3K
Silvaco Group Inc Equity 116K 6K
Alerian MLP ETN Equity 94K 3K
Global Medical R E I REIT 10K 1K
Quantumscape Corp Equity 9K 2K