Heather Berry
Advisor at Applied Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Applied Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72205
Credentials
Series 65
Industry experience
< 1 year
Heather Berry is a financial advisor at Applied Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Applied Capital, she worked in various roles including positions at Immanual Baptist Church, Rock City Complete Fitness, Alcon Vision Care, and CooperVision. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, emphasizing asset allocation and diversification with market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $4,000,000: 0.70% annually $4,000,000 - $5,000,000: 0.60% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually
Account minimum: $100,000 Minimum fee: Financial Planning minimum annual fee is $1,500 Fee-only: Fees are fee-only; commissions only accepted for insurance products by licensed agents, not for investment advisory services.
415 N. Mckinley Street, Suite 1045
Little Rock, AR 72205
Arkansas · Texas
Applied Capital
2025 - Present (1 year)
Applied Capital
2022 - 2025 (3 years)
Immanual Baptist Church
2020 - 2022 (2 years)
Rock City Complete Fitness
2019 - 2020 (1 year)
Alcon Vision Care
2016 - 2019 (3 years)
CooperVision
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")