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Intrepid Financial Planning Group
Intrepid Financial Planning Group, LLC is an SEC-registered investment adviser in Carmel, IN, registered since 2002. The firm manages approximately $390...
Overview
Intrepid Financial Planning Group, LLC is an SEC-registered investment adviser in Carmel, IN, registered since 2002. The firm manages approximately $390 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How does Intrepid Financial Planning Group source proprietary deal flow?
As a financial planning-focused RIA, Intrepid Financial Planning Group does not pursue proprietary deal flow. It primarily allocates client assets through third-party mutual funds, ETFs, and direct securities, avoiding private equity or venture capital strategies common at larger family offices.
Does Intrepid Financial Planning Group participate in fund commitments or only direct deals?
The firm's public filings suggest it does not engage in fund commitments or direct private investments. Its focus is on direct securities and mutual funds for client portfolios, typical for a financial planning RIA rather than an institutional allocator.
What investment stages does Intrepid Financial Planning Group typically target?
The firm does not target institutional investment stages. It invests in public equity and fixed income strategies, not venture capital or private equity stages. Client portfolios are built around liquid, exchange-traded securities.
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