Intrua Financial

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.4B

78% of AUM

Avg account

$240K

Accounts

7,272

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 281554
Registered since: October 23, 2015
Website: www.intrua.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.93%
Individuals43.36%
Corporations / Businesses1.32%
Charitable Organizations1.11%
Pension & Profit Sharing Plans0.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intrua Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm positions itself as a capital allocator for both individual and family clients as well as institutional accounts, combining advisory services with insurance brokerage and accounting capabilities. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of third‑party managers. Fee arrangements are flexible — percentage of assets under management, hourly fees and fixed fees are all used. The firm’s business model blends discretionary portfolio management with advisory and referral activities; it lists affiliations across broker‑dealer, accounting and real estate professions and acts as sponsor or managing member for pooled investment vehicles in some situations. Intrua’s role as a capital allocator and its explicit practice of selecting outside advisers point to a multi‑manager approach for portions of client portfolios.