Robert
Mayo
Covey Capital Advisors, LLC
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About this Advisor
Robert Mayo is a financial advisor operating in Atlanta, Georgia with a total of 12 years of industry experience. Mayo works at Covey Capital Advisors, LLC. They have been with Covey Capital Advisors, Llc for the entirety of their career. Mayo has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Georgia. Covey Capital Advisors, LLC is an advisory firm operating out of Atlanta, GA. It has $147 million in assets across its 15 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 15 customer accounts, 70% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advice largely depend on which services the firm provides the client. Fees billed by Covey Capital Advisors, LLC may include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Covey Capital Advisors, LLC Brokerage Details
$147,442,798
3
15
$9,829,520
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Robert Mayo Work History
Robert has been registered as a financial advisor for 12 years.*
Covey Capital Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Mayo 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
Atlanta, GA
Atlanta, GA
Atlanta, GA
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