COVEY CAPITAL ADVISORS, LLC
CRD #151978 SEC #801-71733 ATLANTA, GA 404-442-2772
SEC Registered
Total AUM
$152.8M
Discretionary
$152.8M
Employees
1
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $152.8M | $152.8M | $0 | 1 | 0 |
| Mar 2025 | $152.8M | $152.8M | $0 | 2 | 0 |
| Jun 2024 | $167.2M | $167.2M | $0 | 2 | 0 |
| Mar 2024 | $167.2M | $167.2M | $0 | 3 | 0 |
| Mar 2023 | $147.4M | $147.4M | $0 | 3 | 0 |
| Mar 2022 | $169M | $169M | $0 | 3 | 0 |
| Mar 2021 | $142.2M | $142.2M | $0 | 3 | 0 |
| Jun 2020 | $108.3M | $108.3M | $0 | 3 | 0 |
| Mar 2020 | $108.3M | $108.3M | $0 | 3 | 0 |
| Mar 2019 | $104M | $104M | $0 | 3 | 0 |
| Mar 2018 | $125M | $125M | $0 | 4 | 0 |
| Aug 2017 | $347M | $347M | $0 | 4 | 1 |
| Mar 2017 | $347M | $347M | $0 | 5 | 1 |
| Jun 2016 | $422.5M | $342M | $80.5M | 5 | 1 |
| Mar 2016 | $422.5M | $342M | $80.5M | 5 | 1 |
| Feb 2015 | $425M | $337.2M | $87.9M | 5 | 1 |
| Mar 2014 | $395.7M | $313.5M | $82.3M | 5 | 1 |
| May 2013 | $316.8M | $239.5M | $77.3M | 5 | 1 |
| Apr 2013 | $316.8M | $239.5M | $77.3M | 5 | 1 |
| Mar 2013 | $316.8M | $239.5M | $77.3M | 5 | 1 |
| Jun 2012 | $161.7M | $82.4M | $79.3M | 1 | 1 |
| May 2012 | $161.7M | $82.4M | $79.3M | 1 | 1 |
| Apr 2012 | $83.2M | $83.2M | $0 | 1 | 1 |
| Apr 2012 | $83.2M | $83.2M | $0 | 1 | 1 |
| Mar 2012 | $67.3M | $67.3M | $0 | 1 | 1 |
| Mar 2012 | $67.3M | $67.3M | $0 | 1 | 1 |
| May 2011 | $66.8M | $66.8M | $0 | 5 | -- |
| Mar 2011 | $66.8M | $66.8M | $0 | 5 | -- |
| Jul 2010 | $62.1M | $62.1M | $0 | 5 | -- |
DateNov 2025
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees5
Clients1
DateJun 2016
Total AUM$422.5M
Discretionary$342M
Non-Disc.$80.5M
Employees5
Clients1
DateMar 2016
Total AUM$422.5M
Discretionary$342M
Non-Disc.$80.5M
Employees5
Clients1
DateFeb 2015
Total AUM$425M
Discretionary$337.2M
Non-Disc.$87.9M
Employees5
Clients1
DateMar 2014
Total AUM$395.7M
Discretionary$313.5M
Non-Disc.$82.3M
Employees5
Clients1
DateMay 2013
Total AUM$316.8M
Discretionary$239.5M
Non-Disc.$77.3M
Employees5
Clients1
DateApr 2013
Total AUM$316.8M
Discretionary$239.5M
Non-Disc.$77.3M
Employees5
Clients1
DateMar 2013
Total AUM$316.8M
Discretionary$239.5M
Non-Disc.$77.3M
Employees5
Clients1
DateJun 2012
Total AUM$161.7M
Discretionary$82.4M
Non-Disc.$79.3M
Employees1
Clients1
DateMay 2012
Total AUM$161.7M
Discretionary$82.4M
Non-Disc.$79.3M
Employees1
Clients1
DateApr 2012
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$67.3M
Discretionary$67.3M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$67.3M
Discretionary$67.3M
Non-Disc.$0
Employees1
Clients1
DateMay 2011
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$62.1M
Discretionary$62.1M
Non-Disc.$0
Employees5
Clients--