Adviser and broker representative · Erben Associates, LLC
Casey L. Fox
CRD 5003167 · Austin, TX
At a glance
Casey L. Fox is an investment adviser representative with Erben Associates, LLC in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Casey’s SEC record dates to 2007, about 19 years ago. Casey is also registered as a broker representative.
Current advisory firm
- Erben Associates, LLCSince August 2022Austin, TX · $402M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Casey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.