COVEY CAPITAL ADVISORS, LLC
Adviser information for COVEY CAPITAL ADVISORS, LLC last updated from Form ADV on March 29th, 2024. 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 | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
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 | 37 | $167.2M |
Non-Discretionary | 0 | $0 |
Total | 37 | $167.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $299,581 |
HNW Individuals | 34 | $163.3M |
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 | <5 | $1.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $2.2M |
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 | % of AUM |
Principal Office
2915 PIEDMONT RD, NESUITE B
ATLANTA
GA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 404-442-2772, Fax: 404-442-2728
Chief Compliance Officer
R. SCOTT WINTON
CFO
2915 PIEDMONT RD, NE
SUITE B
ATLANTA
GA
United States
Tel:
404-442-2772
Fax:
404-442-2728
S******@***********M
(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 |
---|---|---|---|---|---|
LANIGAN, JAMES, CHRISTOPHER | Individual | – | MANAGING MEMBER | 05/2007 | 50-75% |
MAYO, ROBERT, SCOTT | Individual | – | MANAGING MEMBER | 05/2007 | 50-75% |
WINTON, RALPH, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER/CFO | 08/2007 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC | COM | 1M | 5K | – |
AMERICAN TOWER CORP | COM | 478K | 2K | – |
AMAZON.COM INC | COM | 4M | 19K | – |
BOOKING HOLDINGS INC | COM | 5M | 1K | – |
BERKSHIRE HATHAWAY INC-CL B | CL B NEW | 12M | 29K | – |
BROWN & BROWN INC | COM | 3M | 32K | – |
BLACKSTONE GROUP INC | COM | 485K | 4K | – |
CDW CORP | COM | 342K | 2K | – |
COPART INC | COM | 5M | 95K | – |
CSX CORP | COM | 2M | 63K | – |
DANAHER CORP | COM | 1M | 5K | – |
WALT DISNEY CO/THE | COM | 717K | 7K | – |
STRIVE US ENERGY | EA SERIES TRUST | 299K | 10K | – |
DISTRIBUTION SOLUTIONS GRP | COM | 637K | 21K | – |
EXPEDIA GROUP INC | COM NEW | 283K | 2K | – |
FIRST CITIZENS BANCSHARES INC | CL A | 663K | 394 | – |
FISERV INC | COM | 2M | 13K | – |
ALPHABET INC-CL C | CL C | 5M | 29K | – |
ALPHABET INC-CL A | CL A | 5M | 26K | – |
HILTON GRAND VACATIONS INC | COM | 424K | 10K | – |
GARTNER INC | COM | 3M | 7K | – |
JPMORGAN CHASE & CO | COM | 496K | 2K | – |
KKR & CO INC | COM UNITS | 9M | 84K | – |
LGI HOMES INC | COM | 225K | 3K | – |
MASTERCARD INC | CL A | 324K | 735 | – |
META PLATFORMS INC-CLASS A | CL A | 4M | 7K | – |
MORNINGSTAR INC | COM | 904K | 3K | – |
MICROSOFT CORP | COM | 1M | 2K | – |
NATURAL RESOURCE PARTN ERS | COM UNIT LTD PAR | 1M | 16K | – |
NVR INC | COM | 1M | 157 | – |
PROGRESSIVE CORP | COM | 4M | 21K | – |
PAYPAL HOLDINGS INC | COM | 557K | 10K | – |
SCHWAB (CHARLES) CORP | COM | 2M | 24K | – |
SHERWIN WILLIAMS CO | COM | 366K | 1K | – |
TALEN ENERGY CORPORATION | COM | 631K | 6K | – |
THERMO FISHER SCNTFC | COM | 271K | 490 | – |
VISA INC-CLASS A SHARES | COM CL A | 7M | 26K | – |
ENERGY SELECT SECTOR SPDR | ENERGY | 1M | 15K | – |