Heather L Berry
Investment adviser representative at Applied Capital LLC
12 yearsExperience
2 statesRegistered in
$357.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Applied Capital LLCMar 2022 to now
- Immanual Baptist ChurchFeb 2020 to Mar 2022
- Rock City Complete FitnessMay 2019 to Feb 2020
- Alcon Vision CareDec 2016 to May 2019
- CoopervisionDec 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Applied Capital LLC
$357.5MAssets managed
687Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8173632
- Firm CRD
- 166175