Intrepid Financial Planning Group, LLC
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 112196
- Registered since
- April 9, 2002
- Website
- www.intrepidfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.89%
- Individuals33.1%
- Corporations / Businesses0.96%
- Charitable Organizations0.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Intrepid Financial Planning Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2002. The firm provides portfolio management and financial planning primarily for individuals, families and small businesses, and it also serves some institutional clients. Its compensation model is fee-based on a percentage of assets under management. The firm does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Private Funds27%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Chad Bailey
Manager/Chief Compliance OfficerCRD 3229281
Contacts
3 of 11
Julie Faas
Operations ManagerCRD 4575599
David Cropper
Investment Advisor RepresentativeCRD 4471999
Thomas Adamczyk
Investment Advisor RepresentativeCRD 3156895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$245M in ETFs
70%
$170M
19%
$74.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $31.3M | 41,826 | 12.80% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 2454 E 116th St
- Time zone
- ET (UTC-5)
- Office locations
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