LEAVELL INVESTMENT MANAGEMENT, INC.

210 Saint Joseph Street
Mobile, Alabama 36602
Tel: 251-433-3709

About LEAVELL INVESTMENT MANAGEMENT, INC.

LEAVELL INVESTMENT MANAGEMENT, INC, formally registered with the SEC as LEAVELL INVESTMENT MANAGEMENT, INC. The firm was established in 07/23/1979. They have over 6 offices throughout the country.

LEAVELL INVESTMENT MANAGEMENT, INC. is a Mobile, Alabama based Financial Planning firm with nearly $2,487,932,390 assets under management, offering retirement planning & investment advisory services to 2543 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107890
SEC#	801-14752
Assets Managed by Firm	$2,487,932,390
No. of Clients	2543
No. of Advisors	37

Fee Structure

A percentage of AUM
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	2543	$2,487,932,390
Individuals (other than high net worth individuals)	1994	$396,379,238
High net worth individuals	398	$1,367,133,756
Pension and profit sharing plans	10	$19,844,270
Charitable organizations	14	$31,234,182
Corporations or other businesses	63	$236,083,628

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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