Data / Investment advisers / Georgia / Covey Capital Advisors, LLC
Covey Capital Advisors, LLC, Atlanta, GA: $156 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Covey Capital Advisors, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $156 million in regulatory assets under management in its Form ADV filed February 3, 2026. Its clients include high net worth individuals, charitable organizations and other investment advisers. It is paid through a percentage of assets under management.
The request: Watch Covey Capital Advisors, LLC (CRD number 151978): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151978
- SEC file number
- 801-71733
- SEC status
- Approved, effective August 16, 2010
- Main office
- 2915 Piedmont Rd, Ne Suite B, Atlanta, GA 30305
- Phone
- (404) 442-2772
- Regulatory AUM
- $156,459,403 in the Form ADV filed February 3, 2026
- Discretionary AUM
- $156,459,403
- Accounts
- 36
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $148.5 million |
| Charitable organizations | Fewer than 5 | $4.8 million |
| Other investment advisers | Fewer than 5 | $2.9 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $319,454 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $156.5 million | February 3, 2026 |
| December 1, 2025 | $152.8 million | November 11, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| True Square Financial LLC | Atlanta | $178.8 million | Not listed | adviserinfo.sec.gov |
| Chancellor Wealth Management, Inc. | Atlanta | $174 million | Not listed | adviserinfo.sec.gov |
| The Keystone Financial Alliance, LLC | Atlanta | $164.7 million | Not listed | adviserinfo.sec.gov |
| Gutt Financial Management, LLC | Atlanta | $162.1 million | Not listed | adviserinfo.sec.gov |
| Martinwright Advisory, LLC | Atlanta | $160.7 million | Not listed | adviserinfo.sec.gov |
| Lynx Capital, LLC | Atlanta | $154.5 million | 6 | adviserinfo.sec.gov |
| Maven Capital Partners, LLC | Atlanta | $152.9 million | 3 | adviserinfo.sec.gov |
| West Elk Capital, LLC | Atlanta | $152.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Covey Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.