LEAVELL INVESTMENT MANAGEMENT, INC. is a Mobile, Alabama based financial advisory firm with nearly $2,487,932,390 in assets under management and provides investment advisory services for 2543 clients. There are currently 37 financial advisors at the firm.
General Information |
Firm CRD#: | 107890 | |
SEC#: | 801-14752 | |
Assets under Management: | $2,487,932,390 | |
No. of Clients: | 2543 | |
No. of Advisors: | 37 | |
Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (EDUCATION TO PARTICIPANTS OF CONSULTING AND ADVISED RETIREMENT PLANS) | |
Fee Structure: | A percentage of AUM, Fixed fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
ONEASCENT FINANCIAL SERVICES LLC | 284549 | 801-108265 | 7877 | 80 | $1,788,648,397 |
NBC SECURITIES, INC. | 17870 | 801-58257 | 4545 | 68 | $1,715,376,867 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | 801-14752 | 2543 | 37 | $2,487,932,390 |
SOUTHERN FINANCIAL GROUP, LLC | 142644 | 801-67489 | 2409 | 8 | $854,835,245 |
JACKSON THORNTON WEALTH MANAGEMENT, LLC | 116091 | 801-61445 | 2370 | 14 | $1,673,951,576 |
SUNBURST FINANCIAL GROUP, LLC | 283605 | 801-107720 | 1785 | 9 | $578,432,533 |
MELD FINANCIAL, INC. | 118896 | 801-62981 | 1646 | 11 | $594,413,274 |
CAPSOUTH WEALTH MANAGEMENT | 132517 | 801-63509 | 1610 | 21 | $762,931,550 |
SMITH THORNTON ADVISORS, LLC | 312537 | 801-120351 | 765 | 6 | $735,361,770 |
BHK INVESTMENT ADVISORS | 140515 | 801-66669 | 753 | 10 | $664,142,639 |
MAYFAIR ADVISORY GROUP, LLC | 304668 | 801-117219 | 386 | 4 | $718,448,245 |
PARK PLACE CAPITAL CORPORATION | 107952 | 801-32593 | 380 | 10 | $602,131,012 |
PORTER WHITE INVESTMENT ADVISORS, INC. | 110876 | 801-48755 | 311 | 8 | $707,318,928 |
ANDERSON GROWTH PARTNERS, LLC | 138600 | 801-65663 | 71 | 10 | $843,258,236 |
ARLINGTON PARTNERS LLC | 109335 | 801-57250 | 25 | 12 | $1,340,641,610 |