Hendrix R. Berry

OBRAN CAPITAL ADVISORS LLC

Boston, MA

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CRD#: 6701557

Professional summary

Hendrix Rose Berry, who also goes by Henrix Rose Berry, is a registered financial advisor currently at OBRAN CAPITAL ADVISORS LLC located in Boston, Massachusetts.

Hendrix is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Hendrix has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Henrix Rose Berry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Grassroots International; investment related: No; Description of the business: Grassroots International advances human rights to land, water, food and climate justice through global grant-making and advocacy to grassroots movements.; Position Title: Board Member; Responsibilities Duties: As a member of the foundations board, responsibilities include participation in quarterly board meetings, participation on the Finance Committee and decision making grounded in a fiduciary responsibility to the foundations health and ability to carry out its mission.; Start date with business: 2021-10-25; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 0; 2. Obran Cooperative LCA; investment related: yes; address: 10 E North Ave, Suite 5, Baltimore MD 21202; position: director of Obran Capital; Start date: 10/2022; approximate hours/month: 40 hours/month; 40 hours/month during securities trading hours; Develop products and pipeline in the financial services sector.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hendrix Rose Berry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2023 - Present

OBRAN CAPITAL ADVISORS LLC

RIA

CRD#: 325454

Boston, MA

Past

October 18, 2016 - August 30, 2022

BALANCED ROCK INVESTMENT ADVISORS

RIA

CRD#: 157424

ROSLINDALE, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/20/2024)

IAR

Massachusetts
(8/29/2023)

IAR

Texas
(9/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2016

Uniform Investment Adviser Law Examination

Current Firm

OBRAN CAPITAL ADVISORS LLC

OBRAN CAPITAL ADVISORS LLC | OBRAN CAPITAL ADVISORS, LLC

CRD#: 325454 / SEC#:

California

Registered Investment Advisory firm - (2/20/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (8/29/2023 Approved)

Texas

Registered Investment Advisory firm - (9/17/2025 Approved)

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Contact information

Main Address

Boston, MA

Mailing Address

Phone number

(617) 356-7410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 23,055,739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Hendrix R. Berry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hendrix Rose Berry's CRS (Customer Relationship Summary).

Certified licenses

Experience

OBRAN CAPITAL ADVISORS LLC

BALANCED ROCK INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2016

Current Firm

OBRAN CAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OBRAN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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