Mark F. Travis

INTREPID CAPITAL MANAGEMENT

Jacksonville Beach, FL 32250

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CRD#: 1353458

Professional summary

Mark Forrest Travis is a registered financial advisor currently at INTREPID CAPITAL MANAGEMENT INC located in Jacksonville Beach, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mark has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

REGISTERED REP WITH ALLEN C. EWING & CO. ONLY BUSINESS TRANSACTED ARE ON ACCOUNTS THAT ARE MANAGED BY INTREPID CAPITAL MANAGEMENT, INC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Forrest Travis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 16, 1994 - Present

INTREPID CAPITAL MANAGEMENT INC

Office #1: 1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL 32250

RIA

CRD#: 108516

Jacksonville Beach, FL

Past

January 1, 2000 - November 8, 2004

ALLEN C. EWING & CO.

CRD#: 26102

JACKSONVILLE, FL

Past

November 9, 1995 - January 1, 2000

CAPITAL RESEARCH CORPORATION

CRD#: 6314

JACKSONVILLE, FL

Past

July 31, 1993 - February 17, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 11, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 27, 1985 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTREPID CAPITAL MANAGEMENT INC

INTREPID CAPITAL MANAGEMENT INC | INTREPID PRIVATE WEALTH

CRD#: 108516 / SEC#: 801-47894

RIA

Registered Investment Advisory firm - (11/28/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/16/1994)

IAR

Texas
(8/8/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 5/31/1985

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/24/1997

General Securities Principal Examination

Current Firm

INTREPID CAPITAL MANAGEMENT INC

INTREPID CAPITAL MANAGEMENT INC | INTREPID PRIVATE WEALTH

CRD#: 108516 / SEC#: 801-47894

RIA

Registered Investment Advisory firm - (11/28/1994 Approved)

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Contact information

Main Address

1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 246-3433

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	703
AUM (Assets Under Management)	$ 1,188,392,769

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Mark F. Travis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Forrest Travis's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEN C. EWING & CO.

CAPITAL RESEARCH CORPORATION

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

INTREPID CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/1991

Series 63

Date: 3/28/1985

Series 3

Date: 5/31/1985

Series 7

Date: 3/16/1985

Series 24

Date: 10/24/1997

Current Firm

INTREPID CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTREPID CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

Contact information

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