Intrepid Capital Management Inc

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$2.4M

Accounts

673

Employees

Advisory reps

Firm details

Headquarters: Jacksonville Beach, Florida
CRD number: 108516
Registered since: November 28, 1994
Website: intrepidcapitalfunds.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC., PERSHING LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Investment Companies81.51%
HNWI15.6%
Individuals1.44%
Pooled Investment Vehicles0.91%
Pension & Profit Sharing Plans0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intrepid Capital Management Inc. is a corporation operating as an independent registered investment adviser. The firm is SEC-registered (first registered in 1994) and serves both individual and family clients as well as institutional investors. Its business model combines portfolio management and financial planning with an insurance brokerage capability and an affiliation with an insurance company, allowing it to offer insurance solutions alongside investment advice. The firm functions as a capital allocator and provides a broad set of advisory services: financial planning, discretionary portfolio management for individuals, small businesses, pooled vehicles and investment companies, selection of other advisers, and pension consulting services. Its fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and performance-based compensation.