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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MEADOWBROOK INVESTMENT ADVISORS LLC

CRD 109960

LIVONIA, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54758c78-e422-13f0-6675-05a5fba83c34

Data as of Jan 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2011 to Jan 19, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $185MItem 5.F on the latest filing (2026-01-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $185M
Private client RAUM: $156MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $92.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 217
Individual clients: 29
High net worth clients: 35
Custody, client assets: $19.2M
SEC number: 801-57918
CRD: 109960
Filings on the tape: 27
First filed: Dec 12, 2011
Latest filed: Jan 19, 2026
Organised: Limited Liability Company, MI
Website: meadowbrook-advisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RONALD LAWRENCE DOYLE	Chartered Financial Analyst	Livonia, MI	9	26	n/a	no
DALE BRIAN EMBRY	n/a	LIVONIA, MI	8	27	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABEL, GEORGE, FARRAR	Member	C	yes	01/2013	Dec 12, 2011	Jan 30, 2024
DOYLE, RONALD, LAWRENCE	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	yes	01/2013	Dec 12, 2011	Jan 30, 2024
EMBRY, DALE, BRIAN	MANAGING MEMBER	C	yes	01/2013	Dec 12, 2011	Jan 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 19, 2026	$185M	$185M	3	3	0	n/a	n/a
2024	Jan 20, 2025	$176M	$176M	3	3	0	n/a	n/a
2023	Jan 30, 2024	$160M	$160M	3	3	0	n/a	n/a
2022	Jan 23, 2023	$137M	$137M	4	4	0	n/a	n/a
2021	Jan 23, 2022	$170M	$170M	4	3	0	n/a	n/a
2020	Feb 25, 2021	$151M	$151M	3	3	0	n/a	n/a
2019	Feb 26, 2020	$143M	$143M	4	4	0	n/a	n/a
2018	Feb 26, 2019	$122M	$122M	4	4	0	n/a	n/a
2017	Mar 22, 2018	$129M	$129M	4	4	0	n/a	n/a
2016	Mar 15, 2017	$116M	$116M	4	4	n/a	n/a	n/a
2015	Mar 10, 2016	$107M	$107M	4	4	n/a	n/a	n/a
2014	Mar 24, 2015	$115M	$110M	4	4	n/a	n/a	n/a
2013	Apr 9, 2014	$118M	$104M	4	4	n/a	n/a	n/a
2012	Mar 21, 2013	$108M	$108M	4	4	n/a	n/a	n/a
2011	Mar 23, 2012	$100M	$100M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$185M	$176M	5.2%	$137M	10.5%	3	3	0	0

Relationships

Registered with (2)

← DALE BRIAN EMBRYAdvisorregistration: current employment
Dec 12, 2017 to presentfactForm ADV
← RONALD LAWRENCE DOYLEAdvisorregistration: current employment
Aug 7, 2017 to presentfactForm ADV

Controls (3)

← ABEL, GEORGE, FARRAROwnerMEMBER, ownership code C, individual
Dec 12, 2011 to Jan 30, 2024factForm ADV
← EMBRY, DALE, BRIANOwnerMANAGING MEMBER, ownership code C, individual
Dec 12, 2011 to Jan 30, 2024factForm ADV
← DOYLE, RONALD, LAWRENCEOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 12, 2011 to Jan 30, 2024factForm ADV

Dated events

Occurred
Aug 24, 2020
Control person left
Thomas Robert Grabowski (Member) no longer on Schedule A of Meadowbrook Investment Advisors Llc (listed 2020-06-02, absent 2020-08-24)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54758c78-e422-13f0-6675-05a5fba83c34
First observed: Dec 12, 2011
Last observed: Jan 19, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MEADOWBROOK INVESTMENT ADVISORS LLC

CRD 109960

LIVONIA, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54758c78-e422-13f0-6675-05a5fba83c34

Data as of Jan 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RONALD LAWRENCE DOYLE

Chartered Financial Analyst

Livonia, MI

n/a

DALE BRIAN EMBRY

n/a

LIVONIA, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABEL, GEORGE, FARRAR

Member

yes

01/2013

Dec 12, 2011

Jan 30, 2024

DOYLE, RONALD, LAWRENCE

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

01/2013

Dec 12, 2011

Jan 30, 2024

EMBRY, DALE, BRIAN

MANAGING MEMBER

yes

01/2013

Dec 12, 2011

Jan 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 19, 2026

$185M

n/a

2024

Jan 20, 2025

$176M

n/a

2023

Jan 30, 2024

$160M

n/a

2022

Jan 23, 2023

$137M

n/a

2021

Jan 23, 2022

$170M

n/a

2020

Feb 25, 2021

$151M

n/a

2019

Feb 26, 2020

$143M

n/a

2018

Feb 26, 2019

$122M

n/a

2017

Mar 22, 2018

$129M

n/a

2016

Mar 15, 2017

$116M

n/a

2015

Mar 10, 2016

$107M

n/a

2014

Mar 24, 2015

$115M

$110M

n/a

2013

Apr 9, 2014

$118M

$104M

n/a

2012

Mar 21, 2013

$108M

n/a

2011

Mar 23, 2012

$100M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$185M

$176M

5.2%

$137M

10.5%