firm profile
Leavell Investment Management, Inc.
Overview
Leavell Investment Management, Inc. is an SEC registered investment adviser based in Mobile, AL, registered since 1979. It reports $3.4B in assets under management across 3,023 accounts, with 36 employees. It has 25 investment adviser representatives.
- Reported AUM
- $3.4B
- Discretionary
- 93%
- Accounts
- 3,023
- Average account
- $1.1M
- Employees
- 36
- Advisory reps
- 25
- Registered since
- 1979
- Jurisdictions
- 13
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 15
- Eugene Andrews Grinstead President, Chief Executive Officer, Shareholder CRD 2785040
- Margaret H Alves Chief Compliance Officer, Shareholder, Secretary CRD 5110344
- Randall Jeff Freeman Chief Financial Officer, Executive Committee CRD 7714883
12 more executive officers, with direct contact details
Advisory reps 3 of 25
- Richard Eland Anthony Jr. Investment Adviser Rep CRD 4592145
- Patrick Reeves Duggan Investment Adviser Rep CRD 7621966
- Randall Jeff Freeman Investment Adviser Rep CRD 7714883
22 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 210 Saint Joseph St
Mobile, AL 36602 - County
- Mobile
- Metro area
- Mobile, AL
- Region
- South
Registrations
- SEC registered
- Registered in 13 jurisdictions
- Website: leavellinvestments.com
Every state, with registration dates
Similar firms near Mobile
- Mitchell, Mcleod, Pugh & Williams, Inc.Mobile, AL$2.7B AUM
- Williams Financial GroupMobile, AL$355M AUM
- Aull & MonroeMobile, AL$323M AUM
- Wilkins Miller Wealth Management, LLCMobile, AL$257M AUM
- Frugal Financial Retirement Plan Services, LLCMobile, AL$195M AUM
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