Covey Capital Advisors, LLC
Covey Capital Advisors, LLC is an SEC-registered ria in Atlanta, GA with $156.5M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Covey Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151978, SEC 801-71733, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $156.5M (2026-02-03)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 1
- Clients
- 28
- CRD
- 151978
- Ownership
- LANIGAN, JAMES, CHRISTOPHER; MAYO, ROBERT, SCOTT; WINTON, RALPH, SCOTT; GARGIULO, SIDNEY, HAWKINS
How much AUM does Covey Capital Advisors, LLC have?
Covey Capital Advisors, LLC reported $156.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Covey Capital Advisors, LLC?
Disclosed owners and executives of Covey Capital Advisors, LLC include LANIGAN, JAMES, CHRISTOPHER, MAYO, ROBERT, SCOTT, WINTON, RALPH, SCOTT, GARGIULO, SIDNEY, HAWKINS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.