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Robert Mayo

Advisor at Covey Capital Advisors, LLC

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Firm

Covey Capital Advisors, LLC

Location

Atlanta, GA 30305

Credentials

Series 65

Industry experience

14 years

About

Robert Mayo is a financial advisor at Covey Capital Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 14 years of industry experience. He has been with Covey Capital Advisors since 2007. Covey Capital Advisors provides discretionary investment advisory services to individuals, family partnerships, foundations, charitable organizations, and other investment adviser clients. The firm’s approach focuses on fundamental research and intrinsic-value analysis to identify securities trading below their intrinsic value and manages concentrated portfolios primarily through separately managed accounts and retirement-plan advice.

Client services

Based on Covey Capital Advisors, LLC

Portfolio management

Expertise

Based on Covey Capital Advisors, LLC

Wealth management Active portfolio management

Occupation focus

Based on Covey Capital Advisors, LLC

Founder/Business Owner

Fee options

Percentage

1.0% per annum of the net asset value

Other

Account minimum: $1,000,000

Location

2915 Piedmont Rd, Ne, Suite B

Atlanta, GA 30305

Most active in

Georgia

Work history

Covey Capital Advisors, LLC

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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