Updated November 21, 2023
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Leavell Investment Management

Investment Advisor Firm
Total assets under management$2.1B
Years in business45+

About Leavell Investment Management

Leavell Investment Management is an independent investment advisor that has been providing trusted investment solutions since 1979. With over four decades of experience, the company has established itself as a reliable and knowledgeable financial advisory firm.

The client base of Leavell Investment Management is diverse, including individuals, businesses, trusts, endowments, and various retirement plans. This wide range of clients demonstrates the firm's ability to cater to different needs and objectives.

One of the fundamental principles of Leavell's investment management approach is diversification. By spreading investments across a variety of assets, they aim to minimize risk and maximize returns. Additionally, the company recognizes the benefits of compounding and incorporates this concept into its strategies. What sets Leavell apart from other investment advisory firms is their customized advice. They understand that each client has unique life and business circumstances. Therefore, they provide personalized guidance tailored to individual requirements and goals.

Founded in 1979 by Tom Leavell in Mobile, Alabama, the company was initially established to meet the needs of high-net-worth families seeking a fiduciary duty-focused asset manager. Over the years, Leavell Investment Management has remained committed to acting in their clients' best interests.

The firm's dedication extends beyond managing money. They believe that legacies are built not just through well-invested funds but also through everyday actions. Leavell fosters a relationship of trust with their clients so they can understand the legacy each client hopes to leave behind and help them live that legacy today.

A key aspect of Leavell's approach is its collaborative nature. Each client account is assigned three specific team members: an investment counselor, a portfolio manager, and a client services representative. These professionals work together to actively listen to clients' needs and objectives while executing investment strategies accordingly.

Leavell Investment Management prides itself on working with clients who live with purpose. Their passion for helping families and businesses achieve their financial goals is evident in their commitment to providing tailored advice and building long-lasting relationships.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization

More about Leavell Investment Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10789020

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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