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| Happy Holidays!! thanks for using AUM13F!! |
| Leavell Investment Management Inc
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| CRD # | 107890 |
| SEC # | 801-14752 |
| CIK # | 0000924181 |
| AUM | $3.0 B (2025-03-24) |
| Employees | 34 (65% Investors, 0% Brokers) |
| Phone | 251-433-3709 |
| Address | 210 Saint Joseph Street Mobile, AL 36602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Southern Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,209 | 0.4 |
| (b) Individuals (high net worth individuals) | 467 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 23 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 70 | 0.2 |
| (n) Other | 64 | 0.3 |
| Total | 2,847 | 3.0 |
| By Discretionary | ||
| Discretionary | 2,783 | 2.6 |
| Non-Discretionary | 64 | 0.3 |
| Total | 2,847 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 2,847 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000924181] |
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|---|---|---|
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New England Private Wealth Advisors LLC
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MA | 3.0 |
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Sovereign Investment Advisors LLC
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NC | 3.0 |
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MD | 3.0 |
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Capital Generation Partners LLP
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3.0 | |
|
Frost Investment Services LLC
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TX | 3.0 |
|
Marcum Wealth LLC
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OH | 3.0 |
|
SRH Advisors LLC
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KS | 3.0 |
|
Shapiro Capital Management LLC
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|
GA | 2.9 |
|
Guardian Partners Inc
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2.9 |