Matthew Thomas Berquist

Employer firm

Intrepid Capital Management Inc CRD 108516

$1.62B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → Present
  Intrepid Capital Management Inc
  Jacksonville Beach, FL
• 03/2023 → Present
  Ipw Risk Solutions
  Jacksonville Beach, FL
• 05/2016 → Present
  Intrepid Capital Management, Inc.
  Jacksonville Beach, FL

Previous Registrations

• 2005-06-28 → 2006-11-30
  Truist Investment Services, Inc.
  Ponte Vedra Beach, FL
  Jacksonville, FL
  Jacksonville, FL
• 2003-06-25 → 2005-07-15
  Truist Securities, Inc.
  Jacksonville, FL
• 1998-12-03 → 2003-06-26
  Legg Mason Wood Walker, Incorporated
  Ponte Vedra, FL

Other Businesses

1) Matt Berquist is a licensed insurance agent with the affiliated firm IPW Risk Solutions, LLC, a wholly owned firm by Intrepid Capital Corporation. 2) Matt Berquist operates an investment company or another pooled investment vehicle.

Exams

• S66 Uniform Combined State Law Examination
  1998-11-25

Designations

• Certified Financial Planner

Other Names

• Matthew T Berquist