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 5 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 4 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 4 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 6 years of experience in the finance industry.

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