Meadowbrook Advisors Group, Llc
- Regulatory AUM
- $321M
- Discretionary
- $321M
- Clients
- 142
- Avg AUM / client
- $2.3M
- Accounts
- 454
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Investments (13F portfolio — 136 positions, $168,259,436)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $13,907,948 | 54,801 | 8.27% | 4.33% |
| 2 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $6,997,792 | 109,204 | 4.16% | 2.18% |
| 3 | Microsoft Corp | COM | $5,598,828 | 15,125 | 3.33% | 1.74% |
| 4 | Visa Inc | COM CL A | $4,705,877 | 15,570 | 2.8% | 1.47% |
| 5 | Alphabet Inc | CAP STK CL A | $4,424,976 | 15,388 | 2.63% | 1.38% |
| 6 | Exxon Mobil Corp | COM | $3,787,320 | 22,323 | 2.25% | 1.18% |
| 7 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $3,662,860 | 67,768 | 2.18% | 1.14% |
| 8 | Jpmorgan Chase & Co | COM | $3,218,699 | 10,942 | 1.91% | 1.0% |
| 9 | Nvidia Corporation | COM | $3,029,677 | 17,372 | 1.8% | 0.94% |
| 10 | Autozone Inc | COM | $2,935,291 | 869 | 1.74% | 0.91% |
| 11 | Walmart Inc | COM | $2,813,459 | 22,638 | 1.67% | 0.88% |
| 12 | Invesco Exch Traded Fd Tr Ii | NATL AMT MUNI | $2,702,310 | 117,594 | 1.61% | 0.84% |
| 13 | Amazon Com Inc | COM | $2,642,738 | 12,689 | 1.57% | 0.82% |
| 14 | Coca Cola Co | COM | $2,618,261 | 34,428 | 1.56% | 0.82% |
| 15 | Vanguard Scottsdale Fds | LG-TERM COR BD | $2,540,405 | 33,999 | 1.51% | 0.79% |
| 16 | Nextera Energy Inc | COM | $2,439,865 | 26,269 | 1.45% | 0.76% |
| 17 | Unitedhealth Group Inc | COM | $2,432,080 | 8,988 | 1.45% | 0.76% |
| 18 | International Business Machs | COM | $2,351,668 | 9,702 | 1.4% | 0.73% |
| 19 | Morgan Stanley | COM NEW | $2,303,486 | 13,997 | 1.37% | 0.72% |
| 20 | Progressive Corp | COM | $2,262,315 | 11,412 | 1.34% | 0.7% |
| 21 | General Dynamics Corp | COM | $2,223,379 | 6,478 | 1.32% | 0.69% |
| 22 | Ishares Tr | CORE S&P500 ETF | $2,164,738 | 3,314 | 1.29% | 0.67% |
| 23 | Home Depot Inc | COM | $2,156,532 | 6,557 | 1.28% | 0.67% |
| 24 | Cme Group Inc | COM | $2,136,267 | 7,233 | 1.27% | 0.67% |
| 25 | Hershey Co | COM | $2,082,434 | 10,017 | 1.24% | 0.65% |
Top 25 of 136 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $27.4M | 8.54% |
| High net worth individuals | 81 | $294M | 91.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregg Auerbach | Registered representative | Aug 2025 (1y) | ||
| Ian Auerbach | Registered representative | Aug 2025 (1y) | ||
| Thomas Joseph Margaritondo | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $317M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗