Casey Short has been Chief Compliance Officer/ CFO/ Investment Advisor Representative of Provision Asset since November 2015, is a control person of the firm and directly owns 75% or more of it.
Provision Asset, LLC is a firm with $151M under management, 463 clients and 6 advisers across 7 offices, as of its May 2026 filing.
Casey Short’s longest registration is the current one, 10 years at Provision Asset since 2016. Before joining Provision Asset in 2016, Casey Short was registered through Gradient Advisors, LLC.
- Provision Asset, LLCCurrent– present · 10 yearsOak Point, TX · Adviser representative · Firm CRD 282183
- Gradient Advisors, LLC– · under a yearLittle Elm, TX · Adviser representative · Firm CRD 152665
Investment adviser representative registrations
Casey Short is registered as an investment adviser representative in Texas, since January 2016.
- TexasSince 19 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Casey Luke Short
- CRD
- 6436752
- Firm
- Provision Asset · CRD 282183
- Role
- Chief Compliance Officer/ CFO/ Investment Advisor Representative
- Office
- Oak Point, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Short work?
Casey Short has been Chief Compliance Officer/ CFO/ Investment Advisor Representative of Provision Asset, LLC since November 2015, and is a control person of the firm.
Is Casey Short a financial advisor?
Yes. Casey Short has a current investment-adviser registration in Texas, through Provision Asset since January 2016.
How many years of experience does Casey Short have?
Casey Short has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Casey Short passed?
Casey Short passed the Series 65 in August 2013.
Where did Casey Short work before Provision Asset?
Before Provision Asset, Casey Short was registered through Gradient Advisors, LLC, January 2015 to January 2016.
Where is Casey Short based?
Casey Short’s registered office is in Oak Point, TX.
Is Casey Short registered with FINRA?
No. Casey Short has no current broker registration.
How can I verify Casey Short’s record?
Search CRD 6436752 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Short’s full registration record.