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LEAVELL INVESTMENT MANAGEMENT, INC.

MOBILE, AL · CRD 107890 · IAPD ↗ · leavellinvestments.com · 251-433-3709

$3.40BRegulatory AUM
24Advisory reps
36Employees
11Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — LEAVELL INVESTMENT MANAGEMENT, INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — LEAVELL INVESTMENT MANAGEMENT, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — LEAVELL INVESTMENT MANAGEMENT, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — LEAVELL INVESTMENT MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
November 2024 — LEAVELL INVESTMENT MANAGEMENT, INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.