COVEY CAPITAL ADVISORS, LLC
B55
CRD 151978·SEC 801-71733·ATLANTA, GA
AUM
$156.5M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$469K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $104.0M
'21 · $108.3M
'22 · $142.2M
'23 · $169.0M
'25 · $152.8M
'26 · $156.5M
'20'26
$104.0M → $156.5M▲ +50%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
3 advisors → 1 advisors▼ -67%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2915 PIEDMONT ROAD, NESUITE BATLANTA, GA 30305
Business
2915 PIEDMONT ROAD, NESUITE BATLANTA, GA 30305
Edgar Recent Filings
13F-HR2025-08-04 · 0001376474-25-000697
13F-HR2025-04-30 · 0001376474-25-000421