Fairhope, AL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Leavell Investment Management, Inc.
Multi-team
Firm-wide stats for Leavell Investment Management, Inc.
About
Leavell provides discretionary investment management and related services to a mix of individual and institutional clients, including individuals and families, trusts and estates, pension and profit‑sharing plans, 401(k) plans, endowments and foundations, and two registered no‑load mutual funds. The firm also offers traditional financial planning on occasion and provides bookkeeping and bill‑pay/family‑office services to certain clients.
Leavell’s investment approach is grounded in fundamental analysis and tailored asset allocation, seeking long‑term positive relative and absolute returns through broad diversification and risk control across equities, fixed income, mutual funds/ETFs and select alternatives (e.g., REITs, MLPs, options and private placements). Portfolio construction and monitoring are handled by teams of investment counselors and portfolio managers who rebalance accounts periodically and emphasize suitability, liquidity and best execution when placing trades.
Compared with many multi‑team peers, Leavell’s role as adviser to and manager of the Government Street mutual funds — and its practice of investing client assets in those funds when appropriate — makes it an active manager of investment company assets. The firm’s willingness to provide trustee, bill‑pay and other custodial services (which can trigger surprise audit requirements and related client‑payable audit fees), its occasional accommodation of non‑managed accounts on its platform, and its stated practice of generally not aggregating trades further differentiate its service mix from many firms of similar size.
Based on Leavell Investment Management, Inc.
Expertise
Based on Leavell Investment Management, Inc.
Location
561 Fairhope Avenue, Suite 204
Fairhope AL 36532
Advisors at this office
3
Advisors at this office
John T
CFP®, Series 65
Fairhope, AL
Leavell Investment Management, Inc.
John Therrell III is a CFP® professional with 11 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, endowments, and registered no-load mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across various asset classes, with portfolio management conducted by specialized teams.
April H
Series 65
Fairhope, AL
Leavell Investment Management, Inc.
April Holloway is a financial advisor at Leavell Investment Management, Inc. with a Series 65 designation and two years of industry experience. She previously worked at PNC Bank for two years and has been with Leavell since 2024. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and endowments. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and select alternatives.
Tamara M
Series 65
Fairhope, AL
Leavell Investment Management, Inc.
Tamara Morton is a financial advisor at Leavell Investment Management, Inc. in Fairhope, Alabama, holding a Series 65 designation with 18 years of industry experience. She has been with Leavell Investment Management since 1999. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base that includes individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding across multiple asset classes.
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