LEAVELL INVESTMENT MANAGEMENT, INC.

CRD

107890

SEC file #

801-14752

EIN

630771955

DBA names

—

Economics

AUM

$3.40B

AUM band

$1B+

AUM trajectory

'20 · $1.61B

'21 · $1.96B

'22 · $1.89B

'23 · $2.32B

'25 · $2.97B

'26 · $3.40B

'20'26

$1.61B → $3.40B▲ +111%

sec adv history

Client mix

Individuals Other	2,314
Individuals High Net Worth	536
Corporations	72
Pension Profit Sharing Plans	43
Other	34

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 18 advisors

'21 · 19 advisors

'22 · 19 advisors

'23 · 19 advisors

'25 · 22 advisors

'26 · 24 advisors

'20'26

18 advisors → 24 advisors▲ +33%

sec adv history

Primary office

MOBILE AL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwabmedium confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

leavellinvestments.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HAYES, JANET, RIDDLE

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

HAYES, JANET, RIDDLE

NICROSI, WILLIAM, KELLY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

LEAVELLINVESTMENTS.COM

Rdap Domain Creation Date

2008-07-09T22:17:41Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

149,927

Form 5500 Compensation Trajectory 3y

2025

149,927

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

149,927

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000924181

Edgar Registered

Yes

Edgar Filing Count

152

Edgar First Filing Date

1999-04-26

Edgar Last Filing Date

2026-05-12

Edgar 13f Count

150

Edgar 13f Latest AUM Estimate

Filing Date2026-05-12

Accession0000924181-26-000003

Edgar Former Names

LEAVELL T & ASSOCIATES INC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Charles Schwab

Full

Charles Schwab	7
E*trade	4

adv brochure

Edgar Addresses

Mailing

LEAVELL INVESTMENT MANAGEMENT210 ST. JOSEPH STREETMOBILE, AL 36602

Business

LEAVELL INVESTMENT MANAGEMENT210 ST. JOSEPH STREETMOBILE, AL 36602

Edgar EIN

630771955

Edgar Recent Filings

13F-HR2026-05-12 · 0000924181-26-000003

13F-HR2026-02-09 · 0000924181-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-07-09T22:17:41Z

Rdap Domain Last Changed

2025-07-10T16:01:54Z

Rdap Nameservers

Ns19.domaincontrol.comNs20.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2739602

Trust Company Affiliate

People (25)

NICROSI, WILLIAM, KELLY

3225136

ANTHONY, RICHARD, ELAND

4592145

STIMPSON, RICHARD, MOORE

1714381

WILLIAMS, JOHN, MILES

1447299

TEEL, MICHAEL, CLAY

3120622

HAYES, JANET, RIDDLE

GRINSTEAD, EUGENE, ANDREWS

2739602

IAR · Direct Owner · 7.5%

2785040

Freeman, Randall, Jeff

7714883

THERRELL, JOHN, WADE

6550210

Hubbard, Daniel, Brady

7209327

Hanes, Charles, Robinson

NORFLEET, EDWARD, BAMFORD

7077269

PITMAN, NORMAN, DUPLESSIS III

5682497

1081645

NIX, CHRISTOPHER, DALTON