Hendrix Berry
Obran Capital Advisors · Boston, Massachusetts
Hendrix Berry is a fee-only financial advisor at Obran Capital Advisors in Boston, Massachusetts, who holds the CFP credential. Obran Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Obran Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.9M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, LA, MA, NC, TX · CRD 6701557 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Hendrix's firm compares
- Obran Capital Advisors's average account is about $561,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Hendrix
Is Hendrix Berry a fee-only financial advisor?
Yes. Hendrix Berry is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hendrix's firm.
How does Hendrix charge for financial advice?
Hendrix's firm, Obran Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hendrix Berry based?
Hendrix Berry is based in Boston, Massachusetts.
What credentials does Hendrix Berry hold?
Hendrix Berry holds the CFP credential.
Is Hendrix Berry registered with the SEC?
Yes. Hendrix Berry is registered as an investment adviser representative in CA, CO, LA, MA, NC and TX (CRD 6701557), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Obran Capital Advisors manage?
Obran Capital Advisors reports $30.9M across 55 accounts in assets under management.
How do I contact Hendrix Berry?
Contact details aren't on file yet. Search for Obran Capital Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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