INTREPID FINANCIAL PLANNING GROUP, LLC
CRD #112196 SEC #801-61020 CARMEL, IN 317-818-1776
SEC Registered
Total AUM
$355M
Discretionary
$355M
Employees
3
Clients
0
Accounts
1,407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $355M | $355M | $0 | 3 | 0 |
| May 2025 | $355M | $355M | $0 | 3 | 0 |
| Mar 2025 | $355M | $355M | $0 | 3 | 0 |
| Dec 2024 | $316.1M | $316.1M | $0 | 2 | 0 |
| Oct 2024 | $316.1M | $316.1M | $0 | 2 | 0 |
| Mar 2024 | $316.1M | $316.1M | $0 | 2 | 0 |
| Jan 2024 | $273.2M | $273.2M | $0 | 2 | 0 |
| Mar 2023 | $273.2M | $273.2M | $0 | 2 | 0 |
| Mar 2022 | $348.8M | $348.8M | $0 | 3 | 0 |
| Apr 2021 | $315.5M | $315.5M | $0 | 3 | 0 |
| Mar 2021 | $315.5M | $315.5M | $0 | 3 | 0 |
| Nov 2020 | $271.2M | $271.2M | $0 | 3 | 0 |
| Jun 2020 | $271.2M | $271.2M | $0 | 3 | 0 |
| Apr 2020 | $271.2M | $271.2M | $0 | 3 | 0 |
| Mar 2020 | $271.2M | $271.2M | $0 | 3 | 0 |
| Jul 2019 | $225.1M | $225.1M | $0 | 3 | 0 |
| May 2019 | $225.1M | $225.1M | $0 | 3 | 0 |
| Mar 2019 | $225.1M | $225.1M | $0 | 4 | 0 |
| Jul 2018 | $246.9M | $246.9M | $0 | 4 | 0 |
| Apr 2018 | $246.9M | $246.9M | $0 | 4 | 0 |
| Mar 2018 | $246.9M | $246.9M | $0 | 4 | 0 |
| Mar 2017 | $214.8M | $214.8M | $0 | 4 | 700 |
| Dec 2016 | $203.7M | $203.7M | $0 | 4 | 700 |
| Mar 2016 | $203.7M | $203.7M | $0 | 4 | 700 |
| Nov 2015 | $209.8M | $209.8M | $0 | 4 | 740 |
| Oct 2015 | $209.8M | $209.8M | $0 | 4 | 740 |
| Mar 2015 | $209.8M | $209.8M | $0 | 4 | 740 |
| Dec 2014 | $190.6M | $190.6M | $0 | 4 | 739 |
| Mar 2014 | $190.6M | $190.6M | $0 | 4 | 739 |
| Mar 2013 | $172.2M | $172.2M | $0 | 4 | 744 |
| Mar 2012 | $168.5M | $168.5M | $0 | 11 | 562 |
| Mar 2011 | $170.7M | $170.7M | $0 | -- | -- |
| Mar 2009 | $142.5M | $142.5M | $0 | -- | -- |
| Jan 2008 | $163.7M | $163.7M | $0 | -- | -- |
| Jan 2008 | $163.7M | $163.7M | $0 | -- | -- |
| May 2007 | $163.7M | $163.7M | $0 | -- | -- |
| Mar 2007 | $163.7M | $163.7M | $0 | -- | -- |
| Oct 2005 | $107.4M | $107.4M | $0 | -- | -- |
| May 2005 | $107.4M | $107.4M | $0 | -- | -- |
| Mar 2002 | $54.6M | $54.6M | $0 | 5 | -- |
DateNov 2025
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$315.5M
Discretionary$315.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$315.5M
Discretionary$315.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$214.8M
Discretionary$214.8M
Non-Disc.$0
Employees4
Clients700
DateDec 2016
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees4
Clients700
DateMar 2016
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees4
Clients700
DateNov 2015
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees4
Clients740
DateOct 2015
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees4
Clients740
DateMar 2015
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees4
Clients740
DateDec 2014
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees4
Clients739
DateMar 2014
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees4
Clients739
DateMar 2013
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees4
Clients744
DateMar 2012
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees11
Clients562
DateMar 2011
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees5
Clients--