← Directory
INTRUA FINANCIAL
Legal name: INTRUA FINANCIAL LLC
CRD 281554File 801-106767
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.75B
Top 25% of cohort (national)
Discretionary AUM
$1.36B
Non-discretionary $390.5M
Clients
3,380
7,272 accounts
Employees
53
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 23, 2015
- Principal office
- 3737 BUFFALO SPEEDWAY, SUITE 400, HOUSTON, TX, 77098
- Phone
- 713-355-9910
- Website
- HTTP://WWW.INTRUA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.75B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $390.5M
- Discretionary accounts
- 5,351
- Non-discretionary accounts
- 1,921
- Total accounts
- 7,272
- AUM per client
- $517K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $23.1M |
| Charitable organizations | 10 | $19.4M |
| High net worth individuals | 410 | $942.1M |
| Pension and profit sharing plans | 2 | $5.0M |
| Individuals (other than high net worth individuals) | 2,937 | $757.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 48 | 53 | increased by5 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 3,227 | 3,380 | increased by153 |
| Apr 1, 2026 | AUM | $1,212,765,982 | $1,747,007,902 | increased by$534,241,920 |
| Apr 1, 2026 | Accounts | 5,051 | 7,272 | increased by2,221 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 48 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,872 | 3,227 | increased by355 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,271,812,601 | $1,212,765,982 | decreased by$59,046,619 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,522 | 5,051 | increased by529 |
| Apr 1, 2022 | Employees | 45 | 42 | decreased by3 |
| Apr 1, 2022 | Clients | 1,498 | 2,872 | increased by1,374 |
| Apr 1, 2022 | AUM | $707,805,015 | $1,271,812,601 | increased by$564,007,586 |
| Apr 1, 2022 | Accounts | 2,285 | 4,522 | increased by2,237 |
| May 1, 2021 | Custody | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTRUA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTRUA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.