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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTREPID FINANCIAL PLANNING GROUP, LLC

CRD 112196

CARMEL, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9bf87f4-5db3-5109-ab04-13c8db54ffb2

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 4
On other graphs: 0
Observed: Mar 27, 2012 to May 6, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $390MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $390M
Private client RAUM: $386MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $35.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,457
Individual clients: 1,232
High net worth clients: 212
SEC number: 801-61020
CRD: 112196
Filings on the tape: 33
First filed: Mar 27, 2012
Latest filed: May 6, 2026
Organised: Limited Liability Company, IN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS FRANCIS BALES	n/a	Carmel, IN	26	38	n/a	no
GREG ALAN HANEY	n/a	Carmel, IN	26	40	n/a	no
JOHN ALLAN CRAWFORD	n/a	CARMEL, IN	26	26	n/a	no
THOMAS EDWARD ADAMCZYK	n/a	Carmel, IN	26	39	n/a	no
RONALD EUGENE CAMPBELL	Certified Financial Planner	Carmel, IN	24	42	1	yes
JO ANN HENDRYX	n/a	INDIANAPOLIS, IN	24	35	n/a	no
JULIE LYNNE FAAS	n/a	INDIANAPOLIS, IN	24	26	n/a	no
DAVID HENRY CROPPER	n/a	Carmel, IN	24	33	n/a	no
NIKKI GAYE WHEELER	n/a	INDIANAPOLIS, IN	20	35	n/a	yes
CHAD ALAN BAILEY	n/a	CARMEL, IN	16	16	n/a	no
Chase David Mitchell	n/a	CARMEL, IN	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAILEY, CHAD, ALAN	CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	May 10, 2019	Dec 13, 2024
BEHRMANN, DONALD	Member	D	yes	07/1998	Mar 27, 2012	Dec 13, 2024
HANEY, GREG, ALAN	President	D	yes	02/2003	Mar 27, 2012	Dec 13, 2024
Locke, Joan, K	PRINCIPAL OWNER	D	yes	04/2019	May 10, 2019	Dec 13, 2024
BCB, LLC	Member	A	no	07/1998	Mar 27, 2012	Dec 13, 2024
HANEY FINANCIAL, INC.	Member	A	no	01/1999	Mar 27, 2012	Dec 13, 2024
WHITINGER FINANCIAL, LLC	Member	B	no	01/2000	Mar 27, 2012	Dec 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DAVID CROPPER	n/a	n/a	n/a	N	no	n/a
DOUGLAS BALES	n/a	n/a	n/a	N	no	n/a
GREG HANEY	n/a	n/a	n/a	N	no	n/a
JO ANN HENDRYX	n/a	n/a	n/a	N	no	n/a
LEGACY FINANCIAL PLANNERS LLC	n/a	State registered	n/a	N	no	n/a
NIKKI WHEELER	n/a	n/a	n/a	N	no	n/a
ROBERT WAGLER	n/a	n/a	n/a	N	no	n/a
RONALD CAMPBELL	n/a	n/a	n/a	N	no	n/a
THOMAS ADAMCZYK	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Carmel	In	United States	1	no
CROWN POINT	In	United States	1	no
Fishers	In	United States	1	no
Lagrange	In	United States	1	no
Mooresville	In	United States	1	no
Muncie	In	United States	1	no
NEW PALESTINE	In	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$390M	$390M	3	3	6	n/a	n/a
2024	Mar 25, 2025	$355M	$355M	3	3	7	n/a	n/a
2023	Mar 20, 2024	$316M	$316M	2	2	7	n/a	n/a
2022	Mar 27, 2023	$273M	$273M	2	2	7	n/a	n/a
2021	Mar 29, 2022	$349M	$349M	3	3	7	n/a	n/a
2020	Mar 26, 2021	$315M	$315M	3	3	9	n/a	n/a
2019	Mar 30, 2020	$271M	$271M	3	3	11	n/a	n/a
2018	Mar 26, 2019	$225M	$225M	4	4	12	n/a	n/a
2017	Mar 29, 2018	$247M	$247M	4	4	12	n/a	n/a
2016	Mar 21, 2017	$215M	$215M	4	4	n/a	n/a	n/a
2015	Mar 21, 2016	$204M	$204M	4	4	n/a	n/a	n/a
2014	Mar 6, 2015	$210M	$210M	4	4	n/a	n/a	n/a
2013	Mar 24, 2014	$191M	$191M	4	4	n/a	n/a	n/a
2012	Mar 27, 2013	$172M	$172M	4	4	n/a	n/a	n/a
2011	Mar 27, 2012	$168M	$168M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$390M	$355M	10.0%	$273M	12.6%	3	3	6	7

Relationships

Affiliated with (1)

→ LEGACY FINANCIAL PLANNERS LLCRegistered adviserother investment adviser, insurance company
factForm ADV

Registered with (16)

← JOHN ALLAN CRAWFORDAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← Chase David MitchellAdvisorregistration: current employment
Jul 6, 2024 to presentfactForm ADV
← CHAD ALAN BAILEYAdvisorregistration: current employment
Jul 16, 2010 to presentfactForm ADV
← NIKKI GAYE WHEELERAdvisorregistration: current employment
Jan 6, 2006 to presentfactForm ADV
← DAVID HENRY CROPPERAdvisorregistration: current employment
Aug 27, 2002 to presentfactForm ADV
← JULIE LYNNE FAASAdvisorregistration: current employment
Apr 1, 2002 to presentfactForm ADV
← JO ANN HENDRYXAdvisorregistration: current employment
Feb 7, 2002 to presentfactForm ADV
← RONALD EUGENE CAMPBELLAdvisorregistration: current employment
Oct 24, 2001 to presentfactForm ADV
← THOMAS EDWARD ADAMCZYKAdvisorregistration: current employment
Jun 29, 2000 to presentfactForm ADV
← DOUGLAS FRANCIS BALESAdvisorregistration: current employment
Jan 14, 2000 to presentfactForm ADV
← GREG ALAN HANEYAdvisorregistration: current employment
Jan 14, 2000 to presentfactForm ADV
← CRAIG MICHAEL MCBARNESAdvisorregistration: previous registration
Jun 7, 2013 to Jan 17, 2023factForm ADV
← MARK EDWARD RHODESAdvisorregistration: previous registration
Sep 28, 2005 to Nov 8, 2021factForm ADV
← TIMOTHY DANA BALESAdvisorregistration: previous registration
May 6, 2008 to Sep 10, 2012factForm ADV
← REBECCA J GILLAdvisorregistration: previous registration
Oct 27, 2004 to Dec 31, 2011factForm ADV
← ARTHUR JOSEPH TIMPEAdvisorregistration: previous registration
Aug 19, 2002 to Dec 31, 2004factForm ADV

Controls (4)

← BAILEY, CHAD, ALANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 10, 2019 to Dec 13, 2024factForm ADV
← HANEY, GREG, ALANOwnerPRESIDENT, ownership code D, individual
Mar 27, 2012 to Dec 13, 2024factForm ADV
← BEHRMANN, DONALDOwnerMEMBER, ownership code D, individual
Mar 27, 2012 to Dec 13, 2024factForm ADV
← Locke, Joan, KOwnerPRINCIPAL OWNER, ownership code D, individual
May 10, 2019 to Dec 13, 2024factForm ADV

Owns (3)

← BCB, LLCOwnerMEMBER, ownership code A, domestic entity
Mar 27, 2012 to Dec 13, 2024factForm ADV
← HANEY FINANCIAL, INC.OwnerMEMBER, ownership code A, domestic entity
Mar 27, 2012 to Dec 13, 2024factForm ADV
← WHITINGER FINANCIAL, LLCOwnerMEMBER, ownership code B, domestic entity
Mar 27, 2012 to Dec 13, 2024factForm ADV

Dated events

Occurred
Jan 17, 2023
Advisor changed firm
Craig Michael Mcbarnes left Intrepid Financial Planning Group, Llc for The Wealth Consulting Group (registered 2023-05-03)
Form ADVobserved 3 days ago
Occurred
May 10, 2019
Control person left
Keith Richard Locke (Principal, Chief Compliance Officer) no longer on Schedule A of Intrepid Financial Planning Group, Llc (listed 2019-03-26, absent 2019-05-10)
Form ADVobserved 3 days ago
Occurred
May 10, 2019
Control person joined
K Joan Locke (Principal Owner) appeared on Schedule A of Intrepid Financial Planning Group, Llc
Form ADVobserved 3 days ago
Occurred
May 10, 2019
Control person joined
Alan Chad Bailey (Chief Compliance Officer) appeared on Schedule A of Intrepid Financial Planning Group, Llc
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9bf87f4-5db3-5109-ab04-13c8db54ffb2
First observed: Mar 27, 2012
Last observed: May 6, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTREPID FINANCIAL PLANNING GROUP, LLC

CRD 112196

CARMEL, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9bf87f4-5db3-5109-ab04-13c8db54ffb2

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS FRANCIS BALES

n/a

Carmel, IN

n/a

GREG ALAN HANEY

n/a

Carmel, IN

n/a

JOHN ALLAN CRAWFORD

n/a

CARMEL, IN

n/a

THOMAS EDWARD ADAMCZYK

n/a

Carmel, IN

n/a

RONALD EUGENE CAMPBELL

Certified Financial Planner

Carmel, IN

yes

JO ANN HENDRYX

n/a

INDIANAPOLIS, IN

n/a

JULIE LYNNE FAAS

n/a

INDIANAPOLIS, IN

n/a

DAVID HENRY CROPPER

n/a

Carmel, IN

n/a

NIKKI GAYE WHEELER

n/a

INDIANAPOLIS, IN

n/a

yes

CHAD ALAN BAILEY

n/a

CARMEL, IN

n/a

Chase David Mitchell

n/a

CARMEL, IN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAILEY, CHAD, ALAN

CHIEF COMPLIANCE OFFICER

yes

04/2019

May 10, 2019

Dec 13, 2024

BEHRMANN, DONALD

Member

yes

07/1998

Mar 27, 2012

Dec 13, 2024

HANEY, GREG, ALAN

President

yes

02/2003

Mar 27, 2012

Dec 13, 2024

Locke, Joan, K

PRINCIPAL OWNER

yes

04/2019

May 10, 2019

Dec 13, 2024

BCB, LLC

Member

07/1998

Mar 27, 2012

Dec 13, 2024

HANEY FINANCIAL, INC.

Member

01/1999

Mar 27, 2012

Dec 13, 2024

WHITINGER FINANCIAL, LLC

Member

01/2000

Mar 27, 2012

Dec 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAVID CROPPER

n/a

DOUGLAS BALES

n/a

GREG HANEY

n/a

JO ANN HENDRYX

n/a

LEGACY FINANCIAL PLANNERS LLC

n/a

State registered

n/a

NIKKI WHEELER

n/a

ROBERT WAGLER

n/a

RONALD CAMPBELL

n/a

THOMAS ADAMCZYK

n/a

City

State

Country

Employees

Also broker-dealer

Carmel

United States

CROWN POINT

United States

Fishers

United States

Lagrange

United States

Mooresville

United States

Muncie

United States

NEW PALESTINE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$390M

n/a

2024

Mar 25, 2025

$355M

n/a

2023

Mar 20, 2024

$316M

n/a

2022

Mar 27, 2023

$273M

n/a

2021

Mar 29, 2022

$349M

n/a

2020

Mar 26, 2021

$315M

n/a

2019

Mar 30, 2020

$271M

n/a

2018

Mar 26, 2019

$225M

n/a

2017

Mar 29, 2018

$247M

n/a

2016

Mar 21, 2017

$215M

n/a

2015

Mar 21, 2016

$204M

n/a

2014

Mar 6, 2015

$210M

n/a

2013

Mar 24, 2014

$191M

n/a

2012

Mar 27, 2013

$172M

n/a

2011

Mar 27, 2012

$168M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$390M

$355M

10.0%

$273M

12.6%