Investment adviser · CRD 107890

LEAVELL INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

MOBILE, AL, United States · Form ADV filed Sep 22, 2026

Regulatory AUM: $3.4B
Client accounts: 3,023
Employees: 36
Advisory professionals: 24

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	536	$1,895,699,678	55.7%
Individuals	2,314	$474,517,377	13.9%
Corporations & businesses	72	$258,487,323	7.6%
Other clients	34	$230,760,712	6.8%
Retirement plans	43	$226,904,036	6.7%
Investment companies	2	$185,218,100	5.4%
Charities	22	$133,165,801	3.9%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2133904 · Sep 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

210 SAINT JOSEPH STREET
MOBILE, AL, 36602, United States

CRD 107890

Filing source

Form ADV 2133904 · Sep 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.