Heather Berry
Applied Capital · Little Rock, Arkansas
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.
Request an introduction to Heather →
Facts
| Firm | Applied Capital |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $357.5M across 2,200 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 8173632 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.appliedcaptal.com |
How Heather's firm compares
- Applied Capital's average account is about $163,000, from its Form ADV (assets managed divided by 2,200 accounts).
Request an introduction to Heather
Tell Heather a little about what you're looking for. Heather isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Heather
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.
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.
See something wrong? Request a correction. Read our methodology.