# Intrepid Financial Planning Group, LLC

> Intrepid Financial Planning Group, LLC is an SEC-registered investment advisory firm in Carmel, IN, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 112196
- Filed as: INTREPID FINANCIAL PLANNING GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112196
- AdvisorCensus page: https://advisorcensus.com/firm/intrepid-financial-planning-group-llc-carmel-in-112196

## Quick answers

**How is Intrepid Financial Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intrepid Financial Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Intrepid Financial Planning Group, LLC located?**
Intrepid Financial Planning Group, LLC's principal office is in Carmel, IN, according to its Form ADV; the June 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Intrepid Financial Planning Group, LLC registered with the SEC or a state?**
Intrepid Financial Planning Group, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 112196.

**How much does Intrepid Financial Planning Group, LLC manage?**
Intrepid Financial Planning Group, LLC reports $390,401,120 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**How have Intrepid Financial Planning Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Intrepid Financial Planning Group, LLC: Regulatory assets under management: $315,452,175 in the October 2021 data and $390,401,120 in the October 2026 data, up 24%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intrepid Financial Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,232); high net worth individuals (212); corporations or other businesses not listed above (11).

**Which custodians does Intrepid Financial Planning Group, LLC use?**
Intrepid Financial Planning Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Intrepid Financial Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112196

**Does Intrepid Financial Planning Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "IFPG prefers the minimum dollar amount client s commit to its’ advisory services be $25,000. IFPG does not require a minimum time period a client account must be managed by IFPG."

**What changed in Intrepid Financial Planning Group, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $25,000

> IFPG prefers the minimum dollar amount client s commit to its’ advisory services be $25,000. IFPG does not require a minimum time period a client account must be managed by IFPG.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $390,401,120
- Discretionary: $390,401,120
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,232 | $129,208,567 |
| High net worth individuals | 212 | $257,226,033 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 2 | $236,920 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 11 | $3,729,600 |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, IN, KY, MI, NY, OH, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Carmel, IN
- Crown Point, IN
- Fishers, IN
- Madison, IN
- Mooresville, IN
- Muncie, IN

### Websites listed on Form ADV (Item 1.I)
- intrepidfinancial.com
- Facebook @INTREPIDFINANCIAL
- LinkedIn @INTREPID-FINANCIAL-LLC
- X @INTREPIDF

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $315,452,175 | 3 | April 12, 2021 |
| October 2022 | $348,795,856 | 3 | March 29, 2022 |
| October 2023 | $273,165,984 | 2 | March 27, 2023 |
| October 2024 | $316,089,417 | 2 | March 20, 2024 |
| October 2025 | $354,978,804 | 3 | May 5, 2025 |
| October 2026 | $390,401,120 | 3 | May 6, 2026 |

Regulatory assets under management: $315,452,175 in the October 2021 data and $390,401,120 in the October 2026 data, up 24%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in GA.

### April 2026
- No longer lists an office in Lagrange, IN.

### December 2025
- Registered or notice-filed in KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intrepid Financial Planning Group, LLC (CRD 112196): Form ADV filing data as of October 2026.