INTREPID FINANCIAL SERVICES, LLC

Overview

Intrepid Financial Services, LLC is an owner-operated limited liability company that functions primarily as a capital allocator and manager-of-managers. Its regulatory profile lists “selection of other advisers” as the core advisory activity, indicating the firm sources and places client capital with third-party fund managers rather than running large in-house active portfolios. The firm uses a fixed-fee and other fee structure and does not position itself as an active ESG investor. On the business side, Intrepid Financial Services, LLC is linked through industry affiliations to a law firm and an insurance company, which suggests the firm may serve or collaborate with professional and institutional clients on referrals or adviser selection. It is not listed as a pension consultant, multi-state adviser, related adviser, or newly formed advisor.

Assets & Accounts

Investments & Alternatives

Location & Offices