$156.5M Total AUM
$156.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
15 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-16-2010
- Office Locations
- 1
Office Locations
2915 Piedmont RD, NE Suite B Atlanta GA
About Covey Capital Advisors, LLC
Covey Capital Advisors, LLC is a Atlanta-based RIA. The firm has been operating for 15 years. Managing $156.5M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$156.5M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Element
Client Personas
Delta
Investment Vehicles
Summit harbor
Services
Eagle Harbor atlas
Owner & Executives
R
ROBERT SCOTT MAYO
Director, Managing Member
- CRD
- #4198138
- Ownership
- 75% or more
(963) 887-2397
foundation.wave@insightcapital.com
in linkedin.com/in/vital-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,459,403 | $4,346,095 |
| Non-Discretionary | $0 | -- |
| Total | $156,459,403 | $4,346,095 |
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Separately Managed Accounts
Total SMA Asset: $156,459,403
Equity - Exchange:
21.6% Cash:
54.2% U.S. Government/Agency:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $479,152,089 | 21.6% |
| Cash | $1,202,316,817 | 54.2% |
| U.S. Government/Agency | $536,827,804 | 24.2% |
| Total | $2,218,296,710 | 100.0% |
13F Holdings | Q2 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ELEMENT PATHWAY | FRONTIER GLACIER | W31AE8VOT | OMG | 10.54% | $45,863,237 |
| MOMENTUM QUANTUM | ZENITH GLACIER | PIYO57DVS | HZNKZ | 1.77% | $4,720,788 |
| PEAK VALUE | BRIDGE MOMENTUM | 22MTFEJCR | QZJPO | 6.85% | $64,200,006 |
| VECTOR VALUE | LEGACY VITAL | PF0QXA47R | AVN | 11.03% | $65,559,582 |
| BRIDGE FOUNDATION EAGLE | VECTOR PEAK | 21C2GI3PQ | YJIXR | 3.82% | $107,292,984 |
| CATALYST CREST RADIAL | HARBOR PATHWAY | APXB2GZE9 | ORS | 8.30% | $108,615,223 |
| VALUE TIMBER | PEAK ATLAS | GKIUK91UL | PTD | 3.41% | $77,888,902 |
| HORIZON TIMBER LEGACY | FUSION TIMBER | VVZSRZ6GM | BKWGB | 3.36% | $59,158,088 |