Amanda Lundy
Investment adviser representative at Intrepid Capital Management Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Intrepid Capital Management IncMar 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2022
- Wells Fargo Advisors, LLCApr 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Intrepid Capital Management Inc
$1.6BAssets managed
671Clients
4Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5573443
- Firm CRD
- 108516