Wealth Manager
    SEC Registered
    Manages Private Funds

    Leavell Investment Management, Inc.

    Registered investment advisor · Mobile, Alabama · CRD #107890

    Assets Under Management
    $3.4B
    Client Accounts
    3,023
    Employees
    36
    CRD Number
    107890
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Leavell Investment Management, Inc.

    Leavell Investment Management, Inc., founded in 1979, is an independent investment advisory firm based in Alabama, dedicated to helping clients build and live their legacies. It employs 11-50 staff and has no disclosed funding rounds.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Leavell Investment Management, Inc.'s AUM?

    Leavell Investment Management, Inc. reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Leavell Investment Management, Inc. headquartered?

    Leavell Investment Management, Inc. is headquartered in Mobile, Alabama.

    What is Leavell Investment Management, Inc.'s CRD number?

    Leavell Investment Management, Inc.'s CRD number is 107890. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Leavell Investment Management, Inc. manage?

    Leavell Investment Management, Inc. manages approximately 3,023 client accounts according to its latest SEC filing.

    Is Leavell Investment Management, Inc. SEC registered?

    Yes, Leavell Investment Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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