Intrua Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $1.7B in regulatory assets under management, 53 employees, 26 offices, and 7,272 accounts.
Assets Under Management
$1.7B
Employees
53
Offices
26 offices
Total Clients
3,380
Primary office
HOUSTON, TX
3737 BUFFALO SPEEDWAY, SUITE 400, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
2,937
2
HNWI
12.1%
410
3
Corporations
0.6%
21
4
Charitable
0.3%
10
5
Pension Plans
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 31, 2026
Discretionary77.6%
$1.4B
78% of total RAUM77.6%
Non-discretionary22.4%
$390M
22% of total RAUM22.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts7,272
10Y AUM Change+$1.3B (+316.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee64:1
10Y Employee Change+32 (+152.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.