Investment adviser · CRD 151978

COVEY CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Feb 3, 2026

Regulatory AUM: $156M
Client accounts: 36
Employees: 1
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	28	$148,480,523	94.9%
Charities	Fewer than 5	$4,793,321	3.1%
Other investment advisers	Fewer than 5	$2,866,105	1.8%
Individuals	Fewer than 5	$319,454	0.2%

Filing source

Form ADV 2040346 · Feb 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COVEY CAPITAL PARTNERS MASTER LTD.Hedge Fund · Last reported Mar 24, 2023$76.8MGross asset value

Feeder funds

Fund administrator SS&C | ALPS NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS CHATTANOOGA, Tennessee, United States

Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No

Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No

Prime broker WELLS FARGO PRIME SERVICES, LLC SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOTT DAVIS
PCAOB 149

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

WELLS FARGO SECURITIES, LLC
SEC 8-65876

WELLS FARGO PRIME SERVICES, LLC
CRD 133068 · SEC 8-66677

Fund details & source

Fund ID: 805-8976822660
Reported beneficial owners: 29
Minimum commitment: $3M
Form D file number: 021-108872
Form D file number: 021-111538

Form ADV 1739767 · Mar 24, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 3, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

2915 PIEDMONT RD, NE, SUITE B
ATLANTA, GA, 30305, United States

CRD 151978

Filing source

Form ADV 2040346 · Feb 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.