Covey Capital Advisors, LLC

Covey Capital Advisors, LLC (CRD# 151978) is a financial advisory firm headquartered in Atlanta, GA. They manage $422,464,490 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $60,352,070
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Covey Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert S. Mayo
CRD#: 4198138
3353 Peachtree Rd., Ne, North Tower, Suite 545, Atlanta, GA 30326
93
Wealthminder
score

Robert Mayo (CRD# 4198138) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

2
Sidney H. Gargiulo
CRD#: 5674304
3353 Peachtree Rd. Ne, North Tower, Suite 545, Atlanta, GA 30326
90
Wealthminder
score

Sidney Gargiulo (CRD# 5674304) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

3
James C. Lanigan
CRD#: 3130236
3353 Peachtree Rd. Ne, North Tower, Suite 545, Atlanta, GA 30326
90
Wealthminder
score

James Lanigan (CRD# 3130236) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

4
Ralph S. Winton
CRD#: 5804732
3353 Peachtree Rd., Ne, North Tower, Suite 545, Atlanta, GA 30326
81
Wealthminder
score

Ralph Winton (CRD# 5804732) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.