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LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890File 801-14752
APPROVED
Retail clients
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.40B
Top 25% of cohort (national)
Discretionary AUM
$3.17B
Non-discretionary $231.0M
Clients
2,989
3,023 accounts
Employees
36
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 1979
- Principal office
- 210 SAINT JOSEPH STREET, MOBILE, AL, 36602
- Phone
- 251-433-3709
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.40B
- Discretionary AUM
- $3.17B
- Non-discretionary AUM
- $231.0M
- Discretionary accounts
- 2,984
- Non-discretionary accounts
- 39
- Total accounts
- 3,023
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 72 | $258.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 2 | $185.2M |
| Charitable organizations | 22 | $133.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 536 | $1.90B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 43 | $226.9M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 2,314 | $474.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 3,023 | 2,989 | decreased by34 |
| Apr 1, 2026 | Employees | 34 | 36 | increased by2 |
| Apr 1, 2026 | Clients | 2,847 | 3,023 | increased by176 |
| Apr 1, 2026 | AUM | $2,967,145,153 | $3,404,753,027 | increased by$437,607,874 |
| Apr 1, 2026 | Accounts | 2,847 | 3,023 | increased by176 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 34 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,168 | 2,847 | increased by679 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,323,901,829 | $2,967,145,153 | increased by$643,243,324 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,156 | 2,847 | increased by691 |
| Apr 1, 2022 | Employees | 27 | 28 | increased by1 |
| Apr 1, 2022 | Clients | 1,875 | 2,168 | increased by293 |
| Apr 1, 2022 | AUM | $1,888,738,236 | $2,323,901,829 | increased by$435,163,593 |
| Apr 1, 2022 | Accounts | 1,875 | 2,156 | increased by281 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEAVELL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEAVELL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.