Intrepid Financial Planning Group, LLC
● SEC registered since 2002CRD 112196SEC# 801-61020Carmel, IN
Reg. AUM
$390.4M
Employees
3
Accounts
1,457
Location
Carmel, IN
Intrepid Financial Planning Group, LLC assets under management
Intrepid Financial Planning Group, LLC is an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2002. It reports $390.4 million in regulatory assets under management and employs 3 people.
Intrepid Financial Planning Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bcb, LLC | Member | 5-10% | 1998 |
| Chad Alan Bailey Control | Chief Compliance Officer | Under 5% | 2019 |
| Haney Financial, Inc. | Member | 5-10% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Intrepid Financial Planning Group, LLC manage?
Intrepid Financial Planning Group, LLC reports $390.4 million in regulatory assets under management on its Form ADV.
How many employees does Intrepid Financial Planning Group, LLC have?
Intrepid Financial Planning Group, LLC reports 3 employees.
Where is Intrepid Financial Planning Group, LLC located?
Intrepid Financial Planning Group, LLC is based in Carmel, IN and has been SEC-registered since 2002.
Does Intrepid Financial Planning Group, LLC disclose fund performance?
Intrepid Financial Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2454 E. 116th Street, Carmel, IN 46032 |
| Phone | 317-818-1776 |
| Fax | 317-818-1774 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$390.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$390.4Mregulatory AUM
Discretionary $390.4M