Intrepid Financial Planning Group, LLC

RIASEC RegisteredEst. 2002
Total AUM
$390M
Discretionary
$390M
100% of AUM
Avg account
$268K
Accounts
1,457
Employees
3
Advisory reps
12

Firm details

Headquarters
Carmel, Indiana
CRD number
112196
Registered since
April 9, 2002
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Private Funds 27%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%70%
  • Exchange Traded Equities70%
  • Private Funds27%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Chad Bailey

    Chad Bailey

    Manager/Chief Compliance OfficerCRD 3229281

Contacts

3 of 11
  • Julie Faas

    Julie Faas

    Operations ManagerCRD 4575599

  • David Cropper

    Investment Advisor RepresentativeCRD 4471999

  • Thomas Adamczyk

    Investment Advisor RepresentativeCRD 3156895

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 94

Active vs passive

$245M in ETFs

Passive

70%

$170M

Active

19%

$74.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$31.3M41,82612.80%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth