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Leavell Investment Management
Leavell Investment Management is a Mobile, Alabama-based RIA founded in 1984 by Sam Leavell, investing across equities, fixed income, and real estate.
Leavell Investment Management
Leavell Investment Management was established in 1984 by Sam Leavell in Mobile, Alabama. The firm began as a regional investment advisory practice and has since developed a disciplined value-oriented investment philosophy that emphasizes long-term capital appreciation and income generation. The firm invests across multiple asset classes including publicly traded equities, fixed-income securities, and direct real estate holdings. Leavell maintains a concentrated portfolio of typically 20–30 equity positions, favoring companies with durable competitive advantages and strong management teams. The firm also invests in income-producing real estate primarily in the Southeastern United States, with offices located in the region. Known co-investment partners are not publicly disclosed. Leavell Investment Management operates as a registered investment adviser (RIA) with a lean team structure. The firm has not publicly disclosed total assets under management, team size, or any recent operational milestones. No philanthropic vehicles, additional offices, or club memberships have been identified in public records. The firm's structural differentiator is its deep regional focus and generational continuity: three generations of the Leavell family have been involved in the investment business, with the firm maintaining a low-publicity posture and avoiding fund structures in favor of separately managed accounts. Succession planning remains centered on family leadership.
General information
Firm type
RIA
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mobile
Corporate office
Mobile, Alabama, United States
Principals
Sam Leavell
President & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Leavell Investment Management?
Sam Leavell serves as President and CEO and is the primary investment decision-maker. The firm has not publicly identified a CIO or separate investment committee, consistent with its founder-led structure (public record).
Is Leavell Investment Management structured as a family office or registered investment adviser?
Leavell is a registered investment adviser (RIA), not a family office. It does not describe itself as a family office and serves external clients. Its SEC registration indicates it manages discretionary accounts for high-net-worth individuals, pension plans, and charitable organizations (per SEC Form ADV).
What investment approach does Leavell Investment Management use?
The firm follows a value-oriented, long-term investment approach with a concentrated equity portfolio typically holding 20–30 names. It seeks businesses with strong balance sheets, predictable cash flows, and undervalued assets. The firm also allocates to fixed income and direct real estate, primarily in the Southeastern U.S. (public record).
Does Leavell Investment Management invest in alternative assets?
Yes, the firm invests in direct real estate, which qualifies as an alternative asset class. Leavell does not appear to invest in venture capital, private equity funds, or hedge funds based on its public filings. Its alternative exposure is limited to direct property investments (per SEC Form ADV).
What is the minimum account size for Leavell Investment Management?
The firm has not publicly disclosed a minimum account size. As an RIA serving high-net-worth clients, minimums are typically determined on a case-by-case basis and are not available in public filings or the firm's website.
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