9AT: COVEY CAPITAL ADVISORS, LLC

Adviser Profile

As of Date	02/03/2026
Registration	SEC, Approved, 08/16/2010
ADV Location	ATLANTA, GA, United States
Contact Info	404 xxxxxxx

AUM^*	156,459,403 -6%
of that, discretionary	156,459,403 -6%
Number of Employees	1 -50%
of those in investment advisory functions	1 -50%
Private Fund GAV^*	0
Avg Account Size	4,346,095 -4%
% High Net Worth	90.32% -2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GATE CITY CAPITAL MANAGEMENT, LLC	Hedge Fund80.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV80.1m	AUM253.6m	#Funds1
Adviser MAGNOLIA FINANCIAL PLANNING SERVICES, INC.	Hedge Fund8.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV8.8m	AUM225.7m	#Funds1
Adviser KANAME CAPITAL, L.P.	Hedge Fund297.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV297.8m	AUM319.7m	#Funds1
Adviser SIERRA GLOBAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM145.4m	#Funds-
Adviser ANABRANCH CAPITAL MANAGEMENT, LP	Hedge Fund397.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV397.0m	AUM397.0m	#Funds4
Adviser HIDDENITE CAPITAL PARTNERS LP	Hedge Fund634.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV634.5m	AUM665.8m	#Funds3
Adviser DAVENTRY GROUP LP	Hedge Fund181.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV181.3m	AUM179.9m	#Funds3
Adviser CUNNING CAPITAL, LLC	Hedge Fund228.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV228.4m	AUM228.4m	#Funds1
Adviser METAURUS ADVISORS LLC	Hedge Fund18.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.2m	AUM1.6b	#Funds1
Adviser ALLY BRIDGE GROUP (NY) LLC	Hedge Fund340.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV340.7m	AUM218.9m	#Funds4

Brochure Summary

Overview

General Information Covey Capital Advisors, LLC (“Covey Capital”) was formed in 2007 and provides investment advisory services on a discretionary basis to our clients, primarily individuals (including high net worth individuals) family offices and foundations. Separately Managed Accounts Covey Capital provides investment advisory services on a discretionary basis to clients in Separately Managed Accounts. As a discretionary investment adviser, Covey Capital will have the authority to supervise and direct the portfolio without prior consultation with the client. Investment guidelines, terms, conditions and fees are set forth in an investment management agreement between Covey Capital and the client. Upon the inception of a client relationship, the adviser and the client will agree upon an investment objective and strategy, which may, but is not required to be, similar to the investment objective and strategy of a Fund managed by the adviser. Clients with separately managed accounts have the right to impose certain restrictions

on Covey Capital, such as prohibiting the inclusion of certain types of stocks in a portfolio or prohibiting the sale of certain stocks held in the account at the commencement of the relationship. Such restrictions and guidelines imposed by clients affect the composition and performance of portfolios. For these and other reasons, performance of portfolios within the same investment objective may differ and clients should not expect that the performance of their portfolios would be identical with either the average client of Covey Capital or of the Covey Funds. Principal Owners J. Christopher Lanigan and Robert Scott Mayo are the owners of Covey Capital. Please see Appendix A, Brochure Supplement, for more information on these owners and other individuals who formulate investment advice and have direct contact with clients or have discretionary authority over client accounts. Type and Value of Assets Currently Managed As of December 31, 2023, Covey Capital had $167,157,461 in Regulatory AUM, all on a discretionary basis.

COVEY CAPITAL ADVISORS, LLC

COVEY CAPITAL ADVISORS, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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COVEY CAPITAL ADVISORS, LLC COVEY CAPITAL ADVISORS, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

COVEY CAPITAL ADVISORS, LLC

COVEY CAPITAL ADVISORS, LLC