CRD: 107890
Leavell Investment Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-23-1979
- Office Locations
- 8
Office Locations
About Leavell Investment Management, Inc.
Leavell Investments is a fee-only, fiduciary RIA providing independent, relationship-driven investment guidance and wealth management for individuals, families, nonprofits, and institutions. The firm emphasizes a disciplined, long-term approach to growing and preserving wealth and supporting multigenerational legacies. 100% employee-owned, it is built for continuity with a seamless internal ownership transition.
Reported data analysis
What the numbers show
Between March 24, 2025 and May 4, 2026, reported AUM increased 14.7%, from $3.0B to $3.4B.
Across 5 reported observations, AUM increased 46.5% between March 30, 2022 and May 4, 2026, from $2.3B to $3.4B.
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 24 advisory representatives and 3,034 clients, or 126.4 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 8 reported office locations and 47 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RICHARD ELAND ANTHONY JR.
DIRECTOR, Portfolio Manager
- CRD
- #4592145
- Ownership
- 10% but less than 25%
JANET RIDDLE HAYES
Advisor, DIRECTOR
- CRD
- #2739602
- Ownership
- 10% but less than 25%
Showing 2 of 15 owners & executives
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Patrick Reeves Duggan
Account Manager
- CRD
- #7621966
KEE PADGETT GOOSTREE
Assistant Investment Counselor
- CRD
- #3120805
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,173,786,357 | $1,063,601 |
| Non-Discretionary | $230,966,670 | $5,922,222 |
| Total | $3,404,753,027 | $1,126,283 |
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Separately Managed Accounts
SMA allocation detail is available
Leavell Investment Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Leavell Investment Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.