Intrepid Financial Planning Group, LLC

Overview

Intrepid Financial Planning Group, LLC is an SEC registered investment adviser based in Carmel, IN, registered since 2002. It reports $39M in assets under management across 1,457 accounts, with 3 employees. It has 10 investment adviser representatives.

Reported AUM

$39M

Discretionary

100%

Accounts

1,457

Average account

$268K

Employees

3

Advisory reps

10

Registered since

2002

Jurisdictions

13

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Joan K Locke Principal Owner CRD 7118830
• Chad Alan Bailey Chief Compliance Officer CRD 3229281

Advisory reps 3 of 10

• Thomas Edward Adamczyk Investment Adviser Rep CRD 3156895
• Chad Alan Bailey Investment Adviser Rep CRD 3229281
• Douglas F Bales Insurance Agent · Investment Adviser Rep CRD 1858326

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2454 E 116th St
Carmel, IN 46032

County

Hamilton

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: intrepidfinancial.com

Every state, with registration dates

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