Asset ManagerRIA · CRD 107890SEC-Registered

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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 on...

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 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

InfrastructureReal EstateValue EquitiesFixed Income

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).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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