Intrepid Financial Planning Group, LLC
Intrepid Financial Planning Group, LLC is an SEC-registered mass-market adviser in Carmel, IN with $390.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Intrepid Financial Planning Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112196, SEC 801-61020, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $390.4M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Carmel, IN
- Employees
- 3
- Clients
- 1,457
- CRD
- 112196
- Ownership
- BCB, LLC; HANEY FINANCIAL, INC.; HANEY, GREG, ALAN; LOCKE, RICHARD, KEITH; BRYAN, ALICE, JEAN
How much AUM does Intrepid Financial Planning Group, LLC have?
Intrepid Financial Planning Group, LLC reported $390.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Intrepid Financial Planning Group, LLC?
Disclosed owners and executives of Intrepid Financial Planning Group, LLC include BCB, LLC, HANEY FINANCIAL, INC., HANEY, GREG, ALAN, LOCKE, RICHARD, KEITH, BRYAN, ALICE, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.