Leavell Investment Management, Inc.
● SEC registered since 1979CRD 107890SEC# 801-14752Mobile, AL
Reg. AUM
$3.4B
Employees
36
Accounts
3,023
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 $3.4 billion in regulatory assets under management and employs 36 people.
Leavell Investment Management, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Robinson Hanes | Shareholder | Under 5% | 2024 |
| Christopher Dalton Nix | Shareholder / Director | Under 5% | 2022 |
| Daniel Brady Hubbard | Shareholder | Under 5% | 2025 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Leavell Investment Management, Inc. manage?
Leavell Investment Management, Inc. reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Leavell Investment Management, Inc. have?
Leavell Investment Management, Inc. reports 36 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
| Address | 210 Saint Joseph Street, Mobile, AL 36602 |
| Phone | 251-433-3709 |
| Fax | 251-433-3723 |
| Office hours | 8:30 - 4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 924181 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.4B▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$3.4Bregulatory AUM
Discretionary $3.17BNon-discretionary $231M