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COVEY CAPITAL ADVISORS, LLC
CRD 151978File 801-71733
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$156.5M
Bottom 25% of cohort (national)
Discretionary AUM
$156.5M
Clients
28
36 accounts
Employees
1
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 16, 2010
- Principal office
- 2915 PIEDMONT RD, NE, SUITE B, ATLANTA, GA, 30305
- Phone
- 404-442-2772
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $156.5M
- Discretionary AUM
- $156.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 36
- Non-discretionary accounts
- 0
- Total accounts
- 36
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.8M |
| Other investment advisers | Fewer than 5 | $2.9M |
| High net worth individuals | 28 | $148.5M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $319K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $152,761,206 | $156,459,403 | increased by$3,698,197 |
| Mar 1, 2026 | Accounts | 34 | 36 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 28 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $168,995,287 | $152,761,206 | decreased by$16,234,081 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14 | 34 | increased by20 |
| Apr 1, 2022 | AUM | $142,189,017 | $168,995,287 | increased by$26,806,270 |
| Apr 1, 2022 | Accounts | 12 | 14 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COVEY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COVEY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.