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| Intrepid Financial Planning Group LLC
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|---|---|
| CRD # | 112196 |
| SEC # | 801-61020 |
| CIK # | 0001641296 |
| AUM | 390.4 M (2026-05-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 317-818-1776 |
| Address | 2454 E 116th Street Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 9.2 | |
| Lilly Eli & Co | 7.4 | |
| Palantir Technologies Inc | 5.2 | |
| J P Morgan Chase & Co | 5.2 | |
| Amazon Com Inc | 3.3 | |
| Visa Inc | 3.0 | |
| Marvell Technology Inc | 2.4 | |
| Northwest Bancshares Inc | 2.3 | |
| Microsoft Corp | 2.3 | |
| Johnson & Johnson | 2.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,232 | 129.2 |
| (b) Individuals (high net worth individuals) | 212 | 257.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,457 | 390.4 |
| By Discretionary | ||
| Discretionary | 1,457 | 390.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,457 | 390.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.4 | |
| Total | 1,457 | 390.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001641296] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
|
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|
FL | 391.8 M |
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SGL Investment Advisors Inc
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Siebert Advisornxt LLC
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Platt Wealth Management LLC
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|
Ascend Interplay LLC
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|
Prudent Man Investment Management Inc
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|
Davis Investment Partners LLC
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NC | 390.0 M |
|
JJP Capital Management Inc
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|
MO | 389.9 M |
|
in on Capital Advisors LLC
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|
Solomon API LLC
✚
|
FL | 389.0 M |