SEC Form ADV

INTREPID FINANCIAL PLANNING GROUP, LLC

Firm profile: Intrepid Financial Planning Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN

$390.4M

Assets Under Management

1,457

Total Clients

Employees

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Registration Details

Accession: CRD-112196
Location: CARMEL, IN
Filing Date: May 6, 2026
AUM: $390.4M
Total Clients: 1,457
Institutional Clients: 2
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporationsOther

About this Adviser

INTREPID FINANCIAL PLANNING GROUP, LLC is a registered investment adviser headquartered in CARMEL, IN, managing approximately $390.4M in assets across 1,457 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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