Edward Berry
Greenshields Capital · El Segundo, California
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.
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Facts
| Firm | Greenshields Capital |
|---|---|
| Based in | El Segundo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $192.5M across 330 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2309361 |
| Exams passed | Series 63 (2007) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | i401kplan.com |
| Profile |
How Edward's firm compares
- Greenshields Capital's average account is about $583,000, from its Form ADV (assets managed divided by 330 accounts).
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Questions about Edward
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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