Meadowbrook Investment Advisors LLC
Meadowbrook Investment Advisors LLC is an SEC-registered investment adviser headquartered in Livonia, Michigan. Founded in 1999 by George Abel, Dale Embry, and Robert, the firm offers portfolio management and investment advisory services primarily to high net worth individuals and charitable organizations. With a very small team of approximately 3 employees, Meadowbrook Investment Advisors manages client assets directly and provides highly personalized investment solutions, leveraging its boutique structure to offer individualized attention to its clients.
Investment Strategy
Meadowbrook Investment Advisors implements a discretionary investment management approach focused on long-term growth through diversified portfolios of publicly traded equities and fixed income securities. The firm's strategy emphasizes tailored asset allocation based on each client’s objectives and risk tolerance, with most assets managed for high net worth individuals and charitable organizations. They construct portfolios with a balanced mix of large cap U.S. stocks and select other securities, prioritizing prudent risk management while pursuing steady capital appreciation over time.
Latest 13F Filing Activity
Meadowbrook Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 229 equity positions with a total 13F market value of $112M. The fund increased holdings in Nuveen Taxable Munic, Blackrock, Microsoft Corp. among other positions. Meadowbrook Investment Advisors LLC reduced exposure to Nvidia Corp., Unitedhealth Group I, Illinois Tool Works among others.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | Vanguard Intl Eqty I | 4.96% | $5.6M | 82,628 | $62.93 | $67.22 | +$192.9K |
F FDN | First Tr Dj Internet | 4.94% | $5.5M | 20,532 | $186.55 | $269.33 | +$816.5K |
M MSFT | Microsoft Corp | 4.93% | $5.5M | 11,093 | $376.21 | $497.41 | +$1.3M |
A AAPL | Apple Computer Inc | 4.61% | $5.2M | 25,177 | $192.53 | $205.17 | -$478.1K |
J JPM | J P Morgan Chase | 4.47% | $5.0M | 17,265 | $170.10 | $289.91 | +$709.6K |