{
  "crd_number": 107890,
  "slug": "leavell-investment-management-inc-mobile-al-107890",
  "primary_business_name": "LEAVELL INVESTMENT MANAGEMENT, INC.",
  "legal_name": "LEAVELL INVESTMENT MANAGEMENT, INC.",
  "dbas": [
    "LEAVELL INVESTMENTS"
  ],
  "city": "Mobile",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "33660",
  "metro": {
    "cbsa_code": "33660",
    "common_name": "Mobile",
    "msa_name": "Mobile, AL",
    "path": "/advisors/al/mobile"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1979-07-23",
  "years_registered": 47,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 3404753027.0,
  "raum_discretionary": 3173786357.0,
  "raum_non_discretionary": 230966670.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 36,
  "advisory_employees": 24,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 230760712.0,
      "count": 34,
      "description": "CONSULTING ACCOUNTS (RETIREMENT PLANS)"
    },
    "charitable": {
      "raum": 133165801.0,
      "count": 22
    },
    "individuals": {
      "raum": 474517377.0,
      "count": 2314
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 185218100.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 226904036.0,
      "count": 43
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1895699678.0,
      "count": 536
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 258487323.0,
      "count": 72
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "FL",
    "GA",
    "LA",
    "MS",
    "NC",
    "NY",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://instagram.com/LEAVELLINVESTMENTS",
    "https://leavellinvestments.com",
    "https://linkedin.com/COMPANY/LEAVELL-INVESTMENT-MANAGEMENT",
    "https://m.facebook.com/profile.php?id=100088697896599",
    "https://youtube.com/@LeavellInvestments"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107890",
  "city_as_filed": "MOBILE",
  "url": "https://advisorcensus.com/firm/leavell-investment-management-inc-mobile-al-107890",
  "display_name": "Leavell Investment Management, Inc.",
  "summary": "Leavell Investment Management, Inc. is an SEC-registered investment advisory firm in Mobile, AL, registered since 1979, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.",
  "citation": "AdvisorCensus. Leavell Investment Management, Inc. (CRD 107890): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Leavell Investment Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Leavell Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Leavell Investment Management, Inc. located?",
      "a": "Leavell Investment Management, Inc.'s principal office is in Mobile, AL, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Leavell Investment Management, Inc. registered with the SEC or a state?",
      "a": "Leavell Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 107890."
    },
    {
      "q": "How much does Leavell Investment Management, Inc. manage?",
      "a": "Leavell Investment Management, Inc. reports $3,404,753,027 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (93% discretionary)."
    },
    {
      "q": "How have Leavell Investment Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Leavell Investment Management, Inc.: Regulatory assets under management: $1,888,738,236 in the October 2021 data and $3,404,753,027 in the October 2026 data, up 80%. Total employees: 27 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Leavell Investment Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,314); high net worth individuals (536); corporations or other businesses not listed above (72)."
    },
    {
      "q": "Which custodians does Leavell Investment Management, Inc. use?",
      "a": "Leavell Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Leavell Investment Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107890"
    },
    {
      "q": "What changed in Leavell Investment Management, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Mobile, AL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1888738236.0,
      "total_employees": 27,
      "filing_date": "2021-05-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2323901829.0,
      "total_employees": 28,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2136355120.0,
      "total_employees": 29,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2487932390.0,
      "total_employees": 31,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2967145153.0,
      "total_employees": 34,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3404753027.0,
      "total_employees": 36,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Mobile, AL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 24.",
        "Regulatory assets under management went from $2,967,145,153 to $3,404,753,027 (+15%).",
        "Changed its office addresses in Fairhope, AL.",
        "Added an office in Mobile, AL.",
        "Registered or notice-filed in CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/leavell-investment-management-inc-mobile-al-107890.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2314,
      "fewer_than_5": false,
      "raum": 474517377.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 536,
      "fewer_than_5": false,
      "raum": 1895699678.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 185218100.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 226904036.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 22,
      "fewer_than_5": false,
      "raum": 133165801.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 72,
      "fewer_than_5": false,
      "raum": 258487323.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 34,
      "fewer_than_5": false,
      "raum": 230760712.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107890",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}