Meadowbrook Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,205,278
Clients
64
Advisors
2
of 3 employees
About
MeadowBrook Investment Advisors is an SEC‑registered, employee‑owned investment adviser that provides discretionary portfolio management to individuals, trusts, foundations and charitable organizations. The firm manages separately tailored accounts across balanced, core equity, small/mid‑cap equity and fixed‑income strategies for a compact client base (64 relationships) with approximately $185 million in assets under management.
The firm follows a research‑driven approach that emphasizes fundamental analysis, valuation, diversification and portfolio risk control, and it customizes asset‑mix and security selection to each client’s risk profile and tax situation. Strategies are implemented through individual securities, select mutual funds and ETFs, with trading and custody typically executed through an institutional custodian on a discretionary basis.
Noteworthy aspects include its small, employee‑owned structure staffed by senior professionals and a formal policy that encourages members to invest alongside clients while maintaining personal‑trading oversight and block allocation procedures. The firm’s brochure also discloses a 2017 regulatory matter involving State of Michigan notice‑filing and adviser‑representative registration deficiencies that resulted in cease‑and‑desist orders and civil fines, which the firm reports were paid and followed by corrective actions and updated procedures.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $3,000,000: 0.70% $3,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiated
Broker commissions may apply on trades executed, typically zero at Schwab for most securities; other brokers may charge 5-6 cents per share.
Account minimum: $250,000 Fee-only: Asset-based fees as per tiered schedule; no commissions charged by the firm for advice.
Main office
17199 N Laurel Park Dr, Ste 311
Livonia MI 48152-7904
Advisors at this office
2
Most active in
Florida · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dale E
Series 65
Livonia, MI
Meadowbrook Investment Advisors LLC
Dale Embry is a financial advisor at MeadowBrook Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 1999. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management services to individuals, trusts, foundations, and charitable organizations. The firm employs a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control, tailoring strategies to each client’s risk profile and tax situation.
Ronald D
CFA®
Livonia, MI
Meadowbrook Investment Advisors LLC
Ronald Doyle is a CFA® charterholder based in Livonia, MI, with eight years of industry experience. He has been with MeadowBrook Investment Advisors LLC since 1999. Outside of his advisory role, he is involved in managing a ski-in/ski-out rental condo in Park City, Utah. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management to individuals, trusts, foundations, and charitable organizations, employing a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control.
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