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COVEY CAPITAL ADVISORS, LLC
CRD 151978File 801-71733
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.