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| Leavell Investment Management Inc
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|---|---|
| CRD # | 107890 |
| SEC # | 801-14752 |
| CIK # | 0000924181 |
| AUM | 3,404.8 M (2026-05-04) |
| Employees | 36 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 251-433-3709 |
| Address | 210 Saint Joseph Street Mobile, AL 36602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000924181 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Sprott Physical Gold Trust | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Southern Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,314 | 0.5 |
| (b) Individuals (high net worth individuals) | 536 | 1.9 |
| (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 | 43 | 0.2 |
| (h) Charitable organizations | 22 | 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 | 72 | 0.3 |
| (n) Other | 34 | 0.2 |
| Total | 3,023 | 3.4 |
| By Discretionary | ||
| Discretionary | 2,984 | 3.2 |
| Non-Discretionary | 39 | 0.2 |
| Total | 3,023 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 3,023 | 3.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000924181] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 11 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CT | 3,398.3 M |
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Colony Family Offices LLC
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North Star Asset Management Inc
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WI | 3,351.9 M |
|
Stokes Family Office LLC
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