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Building 2COVEY CAPITAL ADVISORS, LLC

Map pinATLANTA, GA
Phone404-442-2772
NotebookSEC #801-71733
Total AUM
$156.5M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2915 PIEDMONT RD, NE
SUITE B
ATLANTA
GA 30305
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
404-442-2772

ReceiptFinancials

Total AUM
$156.5M
Accounts
36
Discretionary
$156.5M
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$319.5K
HNW Individual Clients
28
AUM
$148.5M
Charitable Organization Clients
1
AUM
$4.8M
Investment Advisor Clients
1
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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