# Edward Berry

> Edward Berry is a fee-only financial advisor at Greenshields Capital in El Segundo, California. Greenshields Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/edward-berry/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Greenshields Capital
- **Based in:** El Segundo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $192.5M across 330 accounts
- **CRD:** 2309361 (https://adviserinfo.sec.gov/individual/summary/2309361)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2007), Series 65 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://i401kplan.com

## Frequently asked questions

### Is Edward Berry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Greenshields Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward's firm, Greenshields Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Edward Berry based?

Edward Berry is based in El Segundo, California.

### Is Edward Berry registered with the SEC?

Yes. Edward Berry is registered as an investment adviser representative in CA and TX (CRD 2309361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greenshields Capital manage?

Greenshields Capital reports $192.5M across 330 accounts in assets under management.

### How do I contact Edward Berry?

Through Edward's website, i401kplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2309361): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.