CRD: 112196
Intrepid Financial Planning Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2000
- Office Locations
- 2
Office Locations
About Intrepid Financial Planning Group, LLC
Intrepid Financial Planning Group is a veteran-founded, family-owned Indiana RIA providing fee-based fiduciary financial planning and portfolio management for new investors, established families, and entrepreneurs/executives. They emphasize getting clients invested early with no minimum account size, and build asset-allocation portfolios using ETFs and fixed income, with Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joan K Locke
Investment Advisor Representative, PRINCIPAL OWNER
- CRD
- --
- Ownership
- 50% but less than 75%
CHAD ALAN BAILEY
Chief Compliance Officer, Manager
- CRD
- #3229281
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
THOMAS EDWARD ADAMCZYK
Portfolio Manager
- CRD
- #3156895
DOUGLAS FRANCIS BALES
Owner
- CRD
- #1858326
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,401,120 | $267,949 |
| Non-Discretionary | $0 | -- |
| Total | $390,401,120 | $267,949 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing