Investment adviser · CRD 112196

INTREPID FINANCIAL PLANNING GROUP, LLC

Investment adviser filing (IA)

CARMEL, IN, United States · Form ADV filed May 6, 2026

Regulatory AUM: $390M
Client accounts: 1,457
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	212	$257,226,033	65.9%
Individuals	1,232	$129,208,567	33.1%
Corporations & businesses	11	$3,729,600	1.0%
Charities	Fewer than 5	$236,920	0.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Other clients	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2103354 · May 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 6, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

2454 E. 116TH STREET
CARMEL, IN, 46032, United States

CRD 112196

Filing source

Form ADV 2103354 · May 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.