Leavell Investment Management, Inc.

Christopher Nix is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Leavell since 2016 and also is involved with Mensura Capital, LLC and Mensura Securities, LLC since 2011. Outside of his advisory work, Nix operates a video production business and participates as a member in a videography company. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, serving individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm emphasizes fundamental investment strategies with broad diversification and risk control, managing client portfolios through team-based discretionary oversight and offering services including financial planning, family-office support, and management of two registered no-load mutual funds.

Richard Littrell is a Series 65-licensed advisor at Leavell Investment Management, Inc. in Birmingham, AL, with experience at Oakworth Asset Management, Oakworth Capital Bank, and Regions Bank. He currently serves as Managing Director and Wealth Advisor at Oakworth Capital Bank, a role he has held since 2017. 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 institutions. The firm’s investment approach emphasizes fundamental analysis, diversification, risk control, and long-term compounding through a mix of stocks, bonds, mutual funds, ETFs, and selected alternatives.

Kee Goostree is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 65 credential with 14 years of industry experience. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a range of clients including individuals, families, businesses, and institutional investors. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, and is notable for managing the Government Street Equity and Opportunities Funds as well as providing bookkeeping and bill-pay services.

Richard Anthony is a CFA® charterholder and holds a Series 65 license with 24 years of experience in the financial industry. He has been with Leavell Investment Management, Inc. since 2004, where he contributes to a multi-team environment based in Birmingham, AL. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and selected family-office services to a diverse client base including individuals, families, trusts, and institutional plans. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding through a mix of stocks, bonds, mutual funds, ETFs, and selected alternatives.

John Therrell is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and selected family-office services to a diverse client base including individuals, families, businesses, trusts, estates, and retirement plans. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding across various asset classes, and is also the adviser to two registered no-load mutual funds.

Daniel Hubbard is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 65 credential with six years of industry experience. He has worked at Leavell Investment Management since 2019 and previously at RSMUS LLP from 2015 to 2019. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm employs a fundamental investment approach focused on broad diversification, risk control, and long-term compounding, with client accounts managed by teams on a discretionary basis.

Thomas Leavell is a financial advisor at Leavell Investment Management, Inc. with 41 years of industry experience. He holds the Series 63 designation and has been associated with T. Leavell & Associates, Inc. since 1979. 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 investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages two registered no-load mutual funds known as the Government Street Funds.

Janet Hayes is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been with T. Leavell & Associates, Inc. since 2004. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, offering portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional entities. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client accounts through team-based oversight with regular reviews and rebalancing.

Eugene Grinstead is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Leavell Investment Management since 2010. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, and various retirement and institutional plans. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client portfolios through teams with regular reviews and rebalancing.

William Nicrosi is a CFP® with 25 years of industry experience and has been with Leavell Investment Management, Inc. since 2010. He holds Series 63 registration and serves as treasurer for his wife's dental practice outside of normal business hours. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and family-office services to a range of clients including individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and also manages two registered no-load mutual funds.

Randall Freeman is a Series 65-licensed advisor at Leavell Investment Management, Inc. with two years of industry experience. Prior to joining Leavell Investment Management in 2023, he worked for Brasfield & Gorrie, LLC for 29 years. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and selected 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, and also manages registered mutual funds while offering unique services such as bookkeeping and bill-pay arrangements.

John Williams is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. He holds a Series 63 designation and has 25 years of industry experience. Williams has been with T. Leavell & Associates, Inc. since 2007. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, trusts, and retirement plans. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client accounts through team oversight and regular reviews.

Robert Hope is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Leavell in 2023, he worked at Barclays Capital Inc. and had roles at the Central Intelligence Agency and Tellurian, Inc. He also spent time affiliated with Harvard University. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm employs a fundamentally based, diversified investment approach with an emphasis on risk control and long-term compounding, and it offers discretionary portfolio management alongside financial planning and selected family-office services.

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.

Jason Klauk is a financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Millennium and GMT Capital. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and selected family-office services to a diverse client base. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding through a range of asset classes, while also managing registered no-load mutual funds and offering specialized services such as bookkeeping and bill-pay arrangements.