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LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890 · SEC 801-14752
210 SAINT JOSEPH STREET, MOBILE, AL, 36602, United States
Phone
251-433-3709
Fax
251-433-3723
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.40B
Discretionary AUM
$3.17B
Team
36 total employees; 24 advisory reps; 11 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersEDUCATION TO PARTICIPANTS OF CONSULTING AND ADVISED RETIREMENT PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2314 | $474.5M |
| High net worth individuals | 536 | $1.90B |
| Investment companies | 2 | $185.2M |
| Pension/profit sharing plans | 43 | $226.9M |
| Charitable organizations | 22 | $133.2M |
| Corporations/business entities | 72 | $258.5M |
States served
AL, CA, CO, GA, LA, MS, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD