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COVEY CAPITAL ADVISORS, LLC
CRD 151978 · SEC 801-71733
2915 PIEDMONT RD, NE, SUITE B, ATLANTA, GA, 30305, United States
Phone
404-442-2772
Fax
404-442-2728
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.5M
Discretionary AUM
$156.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $148.5M |
States served
GA
Official SEC filing: View on IAPD