Little Rock, AR Office

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.

Bradley Raines is a financial advisor with Applied Capital LLC in Little Rock, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Applied Capital since 2012. In addition to his advisory role, Raines is a licensed independent insurance agent specializing in fixed insurance sales. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Lamar Rochell is a financial advisor at Applied Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cottingham & Butler and Northwestern Mutual. Before entering the financial services field, he held roles in healthcare and education, including positions at the Physical Therapy Institute and the University of Arkansas Monticello. Applied Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, employing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning services.

David Cleveland is a financial advisor with Applied Capital LLC in Little Rock, AR. He holds a Series 65 designation and has four years of industry experience. Prior to joining Applied Capital, he worked at Goslee & Cleveland PA and currently operates Cleveland Accounting & Consulting. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, emphasizing long-term asset allocation and diversification. The firm integrates third-party platforms for estate planning and may utilize alternative investments and securities-backed lending for select clients.