James
Lanigan

Covey Capital Advisors, LLC

CRD#3130236
Investment Advisor
in Atlanta, GA

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About this Advisor

James Lanigan is a financial advisor based in Atlanta, Georgia, working with Covey Capital Advisors, LLC. James has previously held a position at Covey Capital Advisors, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, James is part of Covey Capital Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 2 employees and manages assets totaling $167.2 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Covey Capital Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3353 Peachtree Rd. Ne North Tower, Suite 545
Atlanta, GA 30326

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Covey Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$167,157,461

GA Average: $3,570,121,308
Total Number of Employees

2

GA Average: 58
Total Number of Accounts

37

GA Average: 1,608
Average Account Size

$4,517,769

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

James Lanigan Work History

2007 - Present (17 years)

Covey Capital Advisors, LLC

Disclosures

Please visit the SEC profile of James Lanigan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Covey Capital Advisors, LLC

Ralph Winton
Atlanta, GA
James Lanigan
Atlanta, GA
Robert Mayo
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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