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Chief Compliance Officer/ Cfo/ Investment Advisor Representative · Provision Asset, LLC

Casey L. Short

CRD 6436752 · Named on Form ADV at one SEC-registered adviser

At a glance

Provision Asset, LLC, an SEC-registered wealth manager with $151 million in regulatory assets, lists Casey L. Short on its Form ADV as Chief Compliance Officer/ Cfo/ Investment Advisor Representative, a control person.

Firms and roles

  • Provision Asset, LLCChief Compliance Officer/ Cfo/ Investment Advisor RepresentativeWealth manager · United States · $151M in regulatory assets

AtlasMembers

Casey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jay D. BeerleyInvestment Advisor Representative/ President, Provision Asset, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Casey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.