Intrua Financial

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: $15,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,747,007,902 as of October 2026, filing dated September 28, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Legal name

Intrua Financial LLC

Also doing business as

CORNERSTONE INVESTMENT STRATEGIES, FREEDOM WEALTH ALLIANCE, HORIZENT TEAM, TA-CHECK FINANCIAL

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (10 years)

Employees

Total: 53. Performing investment advisory functions: 38.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

14 other offices, as of the October 2026 filing

Amarillo, TXBroadview Heights, OHBrookfield, WIDallas, TXFairview Park, OHFriendswood, TXFulton, MDGreenfield, WIMinneapolis, MNSaint Louis, MOShreveport, LAStrongsville, OHVenice, FLWichita Falls, TX

States registered or notice-filed

36 states or jurisdictions

AKALARAZCACODCDEFLGAIAIDILINKSKYLAMDMIMNMOMSNCNJNMNYOHOKORPASCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

• 11.A(2) In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $707,805,015 in the October 2021 data and $1,747,007,902 in the October 2026 data, up 147%.

Total employees: 45 in October 2021 and 53 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Changed its office addresses in Shreveport, LA.
2. August 2026
   • Added the business name TA-Check Financial.
   • Added an office in Broadview Heights, OH.
   • Added an office in Fairview Park, OH.
   • Added an office in Strongsville, OH.
3. April 2026
   • Regulatory assets under management went from $1,212,765,982 to $1,747,007,902 (+44%).
   • Employees performing advisory functions went from 41 to 38.
   • Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.A(2)).
   • Added an office in Friendswood, TX.
   • Added an office in Greenfield, WI.
   • Added an office in Minneapolis, MN.
   • Added an office in Venice, FL.
4. January 2026
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.