Covey Capital Advisors, LLC

Covey Capital Advisors, LLC (CRD# 151978) is a financial advisory firm headquartered in Atlanta, GA. They manage $167,157,461 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2915 Piedmont Rd, Ne, Suite B, Atlanta, GA 30305
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $4,517,769
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Covey Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Lanigan, financial advisor Atlanta GA
James C. Lanigan
CRD#: 3130236
3353 Peachtree Rd. Ne, North Tower, Suite 545, Atlanta, GA 30326

James Lanigan (CRD# 3130236) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

2
Robert Mayo, financial advisor Atlanta GA
Robert S. Mayo
CRD#: 4198138
3353 Peachtree Rd., Ne, North Tower, Suite 545, Atlanta, GA 30326

Robert Mayo (CRD# 4198138) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

3
Ralph Winton, financial advisor Atlanta GA
Ralph S. Winton
CRD#: 5804732
3353 Peachtree Rd., Ne, North Tower, Suite 545, Atlanta, GA 30326

Ralph Winton (CRD# 5804732) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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