COVEY CAPITAL ADVISORS, LLC

Overview

Covey Capital Advisors, LLC is an SEC-registered investment adviser (registered in 2010) that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and centers its strategy on publicly traded equities, with a clear preference for exchange-traded positions. Its 13F holdings and ADV disclosure point to a concentrated, stock-centric approach: a relatively small number of meaningful equity positions—led by a large stake in Berkshire Hathaway Inc.—and only a modest ETF sleeve. Covey is not positioned as an ESG leader, a pension consultant, or a capital allocator. The adviser manages client accounts on a discretionary basis and appears to favor long-term, large-cap equity exposure rather than broad, multi-asset or alternative-asset programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices