# Heather Berry

> Heather Berry is a fee-only financial advisor at Applied Capital in Little Rock, Arkansas. Applied Capital reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Applied Capital
- **Based in:** Little Rock, Arkansas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $357.5M across 2,200 accounts
- **CRD:** 8173632 (https://adviserinfo.sec.gov/individual/summary/8173632)
- **SEC registration:** Investment adviser representative in AR, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.appliedcaptal.com

## Frequently asked questions

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

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

### How does Heather charge for financial advice?

Heather's firm, Applied Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Heather Berry based?

Heather Berry is based in Little Rock, Arkansas.

### Is Heather Berry registered with the SEC?

Yes. Heather Berry is registered as an investment adviser representative in AR and TX (CRD 8173632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Applied Capital manage?

Applied Capital reports $357.5M across 2,200 accounts in assets under management.

### How do I contact Heather Berry?

Through Heather's website, www.appliedcaptal.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8173632): 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.