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Leavell Investment Management, Inc.

● SEC registered since 1979CRD 107890SEC# 801-14752Mobile, AL
Export (members)
Reg. AUM
$2.97B
Employees
34
Accounts
2,847
Location
Mobile, AL

Leavell Investment Management, Inc. assets under management

Leavell Investment Management, Inc. operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 1979. It reports $3 billion in regulatory assets under management and employs 34 people.
leavellinvestments.comView on SEC.gov ↗

Leavell Investment Management, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Charles Robinson HanesShareholderUnder 5%2024
Christopher Dalton NixShareholderUnder 5%2022
Daniel Brady HubbardShareholderUnder 5%2025
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Frequently asked questions

How much does Leavell Investment Management, Inc. manage?

Leavell Investment Management, Inc. reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Leavell Investment Management, Inc. have?

Leavell Investment Management, Inc. reports 34 employees.

Where is Leavell Investment Management, Inc. located?

Leavell Investment Management, Inc. is based in Mobile, AL and has been SEC-registered since 1979.

Does Leavell Investment Management, Inc. disclose fund performance?

Leavell Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address210 Saint Joseph Street, Mobile, AL 36602
Phone251-433-3709
Fax251-433-3723
Office hours8:30 - 4:30
SEC regionAtlanta Regional Office (ARO)
CIK924181
Discloses disciplinary historyNo

Assets under management

Discretionary$2.72B
Non-discretionary$251.4M
Total (RAUM)$2.97B