COVEY ADVISORS LLC
Adviser information for COVEY ADVISORS LLC last updated from Form ADV on April 7th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-126763 |
|---|---|
| SEC ERA File Number | 801-126763 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318949 |
| Legal Entity Identifier | None |
Principal Office
205 HUDSON STREET7TH FLOOR WEWORK
NEW YORK
NY
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 323-452-6839, Fax: None
Chief Compliance Officer
JOHN FERGUSON
1302 BASELINE ROAD
BOULDER
CO
United States
Tel:
(203) 722-0526
J*@*******O
(Full email address available in API data)
Regulatory Contact
BROOKER BELCOURT
CHIEF EXECUTIVE OFFICER
205 HUDSON STREET
7TH FLOOR WEWORK
NEW YORK
NY
United States
Tel:
917-544-1872
B*@*******O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COVEY IO CORP. | Domestic Entity | – | SOLE MEMBER | 01/2022 | > 75% |
| BELCOURT, BROOKER, J | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2022 | < 5% |
| BELCOURT, BROOKER, J | Individual | COVEY IO CORP. | PRESIDENT | 03/2020 | > 75% |
| FERGUSON, JOHN, THOMAS | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |