COVEY CAPITAL ADVISORS, LLC

2915 Piedmont Rd, Ne
Suite B
Atlanta, Georgia 30305
Tel: 404-442-2772

About COVEY CAPITAL ADVISORS, LLC

COVEY CAPITAL ADVISORS, LLC, formally registered with the SEC as COVEY CAPITAL ADVISORS, LLC. The firm was established in 08/16/2010. They have over 1 offices throughout the country.

COVEY CAPITAL ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $167,157,461 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151978
SEC#	801-71733
Assets Managed by Firm	$167,157,461
No. of Clients	37
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$167,157,461
Individuals (other than high net worth individuals)	Fewer than 5 clients	$299,581
High net worth individuals	34	$163,293,859
Charitable organizations	Fewer than 5 clients	$1,394,733
Other investment advisers	Fewer than 5 clients	$2,169,288

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