Covey Capital Advisors, LLC

Covey Capital Advisors, LLC (CRD# 151978) is a financial advisory firm headquartered in Atlanta, GA. They manage $147,442,798 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $9,829,520
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)
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 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 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 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.

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