$3.4B Total AUM
$3.2B Disc. AUM
-- 3Y CAGR
36 Employees
3,034 ADV. Clients
46 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Quantum legacyOptima beacon +more
- Established Date
- 07-23-1979
- Office Locations
- 7
Office Locations
210 Saint Joseph Street Mobile AL
2712 18th Place South Birmingham AL
3800 Airport Boulevard #306 Mobile AL
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.
Team overview
41 AVG AGE
$141.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.7 yrs AVG TENURE
36 Employees
24 Advisory Reps
24 RIA Reps
46yrs Firm Age
Insights
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Asset Classes
Eagle zenith Foundation prime Matrix
Client Personas
Signal insight
Custodian
Beacon Insight vital
Investment Themes
Horizon value Capital Vertex bridge
Investment Vehicles
Meridian
Services
Timber element Focus Vector Atlas matrix Pathway unison Signal signal Insight atlas Value delta Element radial
Technology
Peak value Signal crest Glacier ridge Unison north Atlas catalyst
Owner & Executives
RICHARD ELAND ANTHONY JR.
DIRECTOR, Portfolio Manager
- CRD
- #4592145
- Ownership
- 10% but less than 25%
(896) 975-7500
glacier.delta@focuscapital.com
in linkedin.com/in/fusion-matrix
JANET RIDDLE HAYES
Advisor, DIRECTOR
- CRD
- #2739602
- Ownership
- 10% but less than 25%
(733) 506-9741
fusion.alpha@summitcapital.com
in linkedin.com/in/pioneer-catalyst
N
North beacon
North ember glacier
- CRD
- #12336
- Ownership
- 17.1%
(893) 389-4541
catalyst.value@primecapital.com
in linkedin.com/in/momentum-peak
Showing 2 of 15 owners & executives
Unlock allContacts
Patrick Reeves Duggan
Account Manager
- CRD
- #7621966
(632) 816-1101
alpha.bridge@embercapital.com
in linkedin.com/in/pathway-momentum
KEE PADGETT GOOSTREE
Assistant Investment Counselor
- CRD
- #3120805
(882) 328-4608
oak.horizon@focuscapital.com
in linkedin.com/in/frontier-wave
F
Fusion vertex
Peak capital north
- CRD
- #31611
(683) 460-8230
momentum.beacon@quantumcapital.com
in linkedin.com/in/ember-catalyst
Showing 2 of 25 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $3,219,534,927
Public Funds:
24.4% Equity - Exchange:
25.2% Other:
20.4% Municipal Bonds:
25.6% U.S. Government/Agency:
4.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $400,345,475 | 24.4% |
| Equity - Exchange | $413,471,556 | 25.2% |
| Other | $334,715,069 | 20.4% |
| Municipal Bonds | $420,034,597 | 25.6% |
| U.S. Government/Agency | $72,193,446 | 4.4% |
| Total | $1,640,760,143 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON FOUNDATION | CATALYST SUMMIT | BQC0SO5U9 | NRDE | 6.63% | $16,126,096 |
| ELEMENT BRIDGE VERTEX | FOUNDATION GLACIER | PCK780OZN | BCHK | 7.58% | $76,844,515 |
| PRIME RIDGE | EAGLE ATLAS | WL033V3CO | VJPGX | 1.94% | $26,232,748 |
| HORIZON GLACIER | VITAL DELTA | KJ2DQ4X6V | YYCCD | 3.79% | $47,879,138 |
| MERIDIAN TIMBER VECTOR | MATRIX DELTA | 2NTIQVA68 | VTKBX | 12.51% | $22,191,060 |
| PEAK BRIDGE | VECTOR CAPITAL | SDUP7TINM | BMG | 2.22% | $105,112,674 |
| FOCUS VALUE DELTA | VITAL PIONEER | G9H8JOUUL | FCC | 5.97% | $74,237,094 |
| EMBER WAVE WAVE | RADIAL FOUNDATION | 7TSR4JM3O | UJLA | 7.59% | $62,037,298 |