LLOYDS INTREPID WEALTH MANAGEMENT

Overview

Lloyds Intrepid Wealth Management is an independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management alongside adviser selection and educational workshops. Fee arrangements combine a percentage of assets under management with hourly rates, reflecting a mix of ongoing advisory relationships and project-based work. Investment activity emphasizes pooled public funds as the core sleeve for client portfolios, while the firm also acts as a capital allocator into third‑party alternative managers. Lloyds Intrepid is not positioned as an ESG investor and is not registered as a multi‑state adviser, suggesting a concentrated, regionally focused client base and compliance footprint. The firm’s advisory model includes selecting outside managers, which supports access to private investment strategies that complement the mutual fund core.

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Investments & Alternatives

Location & Offices