Mobile, AL Airport Boulevard 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
3800 Airport Boulevard, #306
Mobile AL 36608
Advisors at this office
3
Advisors at this office
Janet H
Series 63, Series 65
Mobile, AL
Leavell Investment Management, Inc.
Janet Hayes is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. She holds Series 63 and Series 65 credentials and has 22 years of industry experience, all with Leavell since 2004. Leavell Investment Management provides discretionary investment management and related services to a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and broad diversification across various asset classes, with portfolio management handled by teams focused on suitability, liquidity, and best execution.
Dalton O
Series 65
Mobile, AL
Leavell Investment Management, Inc.
Dalton Owens is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, with eight years of industry experience. He holds a Series 65 designation and previously worked at N.D. Pitman & Company, Inc. for eight years, following two years in full-time education. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional entities. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, and also manages registered no-load mutual funds while offering specialized services such as bookkeeping and bill-pay arrangements.
Norman P
CFP®, Series 63
Mobile, AL
Leavell Investment Management, Inc.
Norman Pitman is a CFP® with 26 years of industry experience, currently serving at Leavell Investment Management, Inc. since 2026. Prior to this, he was with N. D. Pitman & Company, Inc. for 26 years. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional accounts. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, with client portfolios managed by teams through regular reviews and rebalancing.
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