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 registered investment adviser organized as an LLC and SEC-registered since 2002. The firm provides fee-based portfolio management focused on individuals, families and small businesses, with institutional clients also on its roster. Its primary advisory activity is discretionary portfolio management rather than acting as a third-party capital allocator. The firm is not positioned as an ESG investor and operates under a single-state registration footprint. Industry relationships include other investment advisers and accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1CHAD BAILEY
Manager/Chief Compliance OfficerCRD 3229281
Contacts
3 of 11JULIE 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 91Active vs passive
$215M in ETFs
72%
$154M
19%
$61.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.6M | 42,186 | 12.79% |
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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