Marcus Berry
Adell, Harriman, & Carpenter · Houston, Texas
Marcus Berry is a fee-only financial advisor at Adell, Harriman, & Carpenter in Houston, Texas. Marcus focuses on retirement planning and small business owners. Adell, Harriman, & Carpenter reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Mid-life transitions
Facts
| Firm | Adell, Harriman, & Carpenter |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.09B across 2,825 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6873732 |
| Exams passed | Series 65 (2017) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | ahcinvest.com |
| Profile |
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Questions about Marcus
Is Marcus Berry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Adell, Harriman, & Carpenter reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcus charge for financial advice?
Marcus's firm, Adell, Harriman, & Carpenter, reports charging a percentage of assets on its SEC Form ADV.
Where is Marcus Berry based?
Marcus Berry is based in Houston, Texas.
What does Marcus specialize in?
Marcus's specialties include retirement planning and small business owners. Marcus works with retirees, pre-retirees, executives and mid-life transitions.
Is Marcus Berry registered with the SEC?
Yes. Marcus Berry is registered as an investment adviser representative in TX (CRD 6873732), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adell, Harriman, & Carpenter manage?
Adell, Harriman, & Carpenter reports $2.09B across 2,825 accounts in assets under management.
How do I contact Marcus Berry?
Through Marcus's website, ahcinvest.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
- Adell, Harriman, & Carpenter website : specialties, clients served, and fees, checked October 30, 2026
- 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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