We're an SEC-registered investment adviser reimagining wealth management for sophisticated investors. By combining Fiduciary Wealth Management and AI technology, we deliver the personal service of traditional advisors with the precision and efficiency of modern technology.
A modern RIA where fiduciary integrity meets institutional-grade technology
About Intrepid: Fiduciary Wealth Management Enhanced by AI Discipline
2024
Founded
500
Minimum Investment
65
Sunsets Captured
100
Fiduciary Standard
How Intrepid Was Born
Intrepid exists to make institutional-grade wealth management accessible.
For decades, advanced AI-driven portfolio optimization has been reserved for billion-dollar endowments and ultra-wealthy families.
We believe investors with $500,000+ deserve the same level of precision, discipline, and technology—combined with the legal protection of true fiduciary advice.
We are not a robo-advisor.
We are not a traditional RIA delivering spreadsheets and guesswork.
We are the balance in between: human advisors empowered by algorithmic intelligence, delivering comprehensive, transparent, and consistently disciplined wealth management.
Our commitment is simple:
Your interests first. Always. No exceptions.
The Fiduciary Mandate: Our Unwavering Commitment
Our firm operates under the highest possible standard of conduct: the Fiduciary Duty.
As a SEC-Registered Investment Adviser (RIA), we are legally obligated to act exclusively in your best interest, never placing our interests above yours.
This mandate, established under the Investment Advisers Act of 1940, requires us to:
- Eliminate or fully and fairly disclose all material conflicts of interest.
- Provide the transparency necessary for you to give informed consent.
- Uphold an ethical framework stronger than the industry’s suitability standard.
This strict regulatory alignment sets us apart from firms operating under less rigorous obligations, ensuring complete transparency, ethical discipline, and uncompromising integrity in the management of your wealth.
Understanding RIA and Fiduciary Duty
Adviser (RIA) is a firm registered with the Securities and Exchange Commission (SEC) or state securities regulators. Unlike broker-dealers who earn commissions on product sales, RIAs are legally bound to act as fiduciaries— putting clients' interests ahead of their own, always.
As fiduciaries, we have a legal and ethical obligation to:
Put your interests first in every recommendation
⎯ Provide full disclosure of all fees and potential conflicts
⎯ Act with utmost good faith and transparency
⎯ Recommend only strategies that serve your best interests
This is the highest standard in financial services—and it's not optional for us, it's the law.
Our Hybrid Model: Human Expertise + AI Discipline
Transparency, Compliance, and Institutional Security
Credentials & Affiliations
Regulatory:
- SEC Registered Investment Adviser (Registration #XXXXXX)
- IAPD (Investment Adviser Public Disclosure)
Professional Organizations:
- CFP Board (Certified Financial Planner Board of Standards)
- NAPFA (National Association of Personal Financial Advisors) - if applicable
- FPA (Financial Planning Association)
- CFA Institute
Local:
- Greater Miami Chamber of Commerce
- [Local business associations]
Security:
- SOC 2 Type II Certified
- [Other security certifications
Our Values
Ready to Work with a Fiduciary?
Experience wealth management that combines human expertise with AI precision.
Schedule a complimentary consultation to discuss your goals and see if Intrepid
is right for you.
