# Leavell Investment Management

Leavell Investment Management is a RIA based in Mobile, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mobile, United States
- **Region:** North America
- **Address:** Mobile, Alabama, United States
- **Founded:** 1979
- **Assets under management:** Undisclosed
- **Website:** leavellinvestments.com

## Regulatory record

- **CRD number:** 107890
- **SEC file number:** 801-14752
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-04T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107890

## About

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.

## Sectors

- Infrastructure
- Real Estate
- Value Equities
- Fixed Income

## People

- Sam Leavell — President & CEO

## 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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Last updated: 2026-07-09T00:56:35.751Z

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