Leavell Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mobile, AL. Its latest Form ADV filing, dated March 30, 2026, reports $3.4B in regulatory assets under management, 36 employees, 6 offices, and 3,023 accounts.
Assets Under Management
$3.4B
Employees
36
Offices
6 offices
Total Clients
3,023
Primary office
MOBILE, AL
210 SAINT JOSEPH STREET, MOBILE, AL, United States
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
2,314
2
HNWI
17.7%
536
3
Corporations
2.4%
72
4
Pension Plans
1.4%
43
5
CONSULTING ACCOUNTS (RETIREMENT PLANS)
1.1%
34
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 30, 2026
Discretionary93.2%
$3.2B
93% of total RAUM93.2%
Non-discretionary6.8%
$231M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.4B
Total Accounts3,023
10Y AUM Change+$1.9B (+125.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee84:1
10Y Employee Change+10 (+38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.