AdvisorOS Directory
Claim Profile
RM

Robert Scott Mayo

COVEY CAPITAL ADVISORS, LLC·ATLANTA, Georgia
Unclaimed Profile
2915 PIEDMONT RD, NE, ATLANTA, GA 30305CRD# 4198138Firm CRD# 151978
01

About

Robert Scott Mayo is a registered financial advisor based in ATLANTA, Georgia, affiliated with COVEY CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
COVEY CAPITAL ADVISORS, LLC
COVEY CAPITAL ADVISORS, LLC
AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COVEY CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4198138
Firm CRD# 151978
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Scott Mayo offer?
Robert Scott Mayo specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Robert Scott Mayo's credentials?
Robert Scott Mayo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Scott Mayo located?
Robert Scott Mayo is based in ATLANTA, Georgia, working with COVEY CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Robert Scott Mayo charge for services?
Robert Scott Mayo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVEY CAPITAL ADVISORS, LLC?
COVEY CAPITAL ADVISORS, LLC has approximately 2 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ATLANTA
Tomika B King — CARDEA CAPITAL ADVISORS, LLCLu Chang — ANGEL OAK CAPITAL ADVISORS, LLCSidney Hawkins Gargiulo — COVEY CAPITAL ADVISORS, LLCWilliam Joseph Harris — BIP EQUITY MANAGEMENT, LLCTheodore Irving Bowden — SUNTRUST ADVISORY SERVICES, INC.
Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile