Advisor at Leavell Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leavell Investment Management, Inc.
Location
Alexander City, AL
Credentials
Series 63, Series 65
Industry experience
11 years
Kenneth Hubbard is a financial advisor at Leavell Investment Management, Inc. with 11 years of industry experience. He previously worked at Trustmark Investment Advisors from 2013 to 2024 before joining Leavell in 2024. He holds Series 63 and Series 65 credentials. 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 emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages registered mutual funds alongside customized client solutions.
Based on Leavell Investment Management, Inc.
Based on Leavell Investment Management, Inc.
Minimum fee: Minimum $5,000 annual fee per relationship, waivable on a case-by-case basis Fee-only: Annual set maintenance fee as an alternative to percentage of AUM fee
Alexander City, AL
Alabama
Leavell Investment Management, Inc.
2024 - Present (2 years)
Trustmark Investment Advisors
2013 - 2024 (11 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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