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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- WaveAlpha +more
- Established Date
- 10-04-2019
- Office Locations
- 1
Office Locations
About Intrepid Eagle Finance LLC
Intrepid Eagle Finance is a fee-only, fiduciary planning firm focused on Christian families. It provides comprehensive financial planning and investment guidance with transparent, client-paid fees (no product commissions). Portfolios primarily use public funds (e.g., ETFs and mutual funds) and are custodied via platforms including Altruist and Schwab; the firm also publishes a personal finance blog and has been featured in Business Insider.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES H THOMAS
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #4997969
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,920,619 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,920,619 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,920,619
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,430,245,743 | 100.0% |
| Total | $2,430,245,743 | 100.0% |