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Casey Lipscomb

General Counsel and Secretary at Mio Partners

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Casey Lipscomb is General Counsel and Secretary of Mio Partners, Inc., a New York investment adviser.

Role at Mio Partners

Title on Schedule A
General Counsel and Secretary
Control
Casey Lipscomb is a control person of Mio Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Casey Lipscomb has held the filed role since December 2004.

The firm

Mio Partners, Inc.
New York, NY

Form ADV filed 30 March 2026

$59.6B AUM1,050 clients66 advisers4 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Casey Lipscomb is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Casey Lipscomb
CRD
4938355
Firm
Mio Partners, Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Casey Lipscomb work?

Casey Lipscomb has been General Counsel and Secretary of Mio Partners, Inc. since December 2004, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Mio Partners

Sources

  1. IAPD individual lookup, CRD 4938355. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mio Partners, Inc., filed 30 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Casey Lipscomb or Mio Partners, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.