Leavell Investment Management, Inc.
Firm details
- Headquarters
- Mobile, Alabama
- CRD number
- 107890
- Registered since
- July 23, 1979
- Website
- leavellinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.68%
- Individuals13.94%
- Corporations / Businesses7.59%
- Other6.78%
- Pension & Profit Sharing Plans6.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Leavell Investment Management, Inc. is an independent, privately owned registered investment adviser that has been operating since at least 1979. The firm acts as a capital allocator for both individual/family and institutional clients and charges either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Leavell does not present itself as an active ESG investor and is structured as a corporation under individual ownership. The firm received CNBC’s Top 100 Financial Advisory Firms recognition in 2019, 2020, 2021, and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities35%
- Other2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Eugene Grinstead
Portfolio Manager, Chief Executive OfficerCRD 2785040
Tamara Morton
Retirement Plan CoordinatorCRD 2182002
Margaret Alves
Chief Compliance OfficerCRD 5110344
Contacts
3 of 23
Charles Hanes
Investment CounselorCRD 7077269
Daniel Hubbard
Investment CounselorCRD 7209327
Christopher Nix
Portfolio ManagerCRD 6227276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 285Active vs passive
$1.5B in ETFs
85%
$1.3B
3%
$222M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP INDEX FUND (MGC) | Vanguard | $139M | 507,282 | 9.18% |
Location
Mobile, AL
Mobile
Location
Mobile, AL
Headquartered in Mobile, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Mobile
- Address
- 210 Saint Joseph St
- Time zone
- CT (UTC-6)
- Office locations
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