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Leavell Investment Management
Leavell Investment Management, Inc. is an SEC-registered investment adviser in Mobile, AL, since 1979. The firm manages $3.4 billion in assets, $3.2 billion...
Overview
Leavell Investment Management, Inc. is an SEC-registered investment adviser in Mobile, AL, since 1979. The firm manages $3.4 billion in assets, $3.2 billion on a discretionary basis. It has 36 employees and 24 investment advisers.
General information
Firm type
RIA
Year founded
1979
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
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).
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