{
  "crd_number": 281554,
  "slug": "intrua-financial-houston-tx-281554",
  "primary_business_name": "INTRUA FINANCIAL",
  "legal_name": "INTRUA FINANCIAL LLC",
  "dbas": [
    "CORNERSTONE INVESTMENT STRATEGIES",
    "FREEDOM WEALTH ALLIANCE",
    "HORIZENT TEAM",
    "TA-CHECK FINANCIAL"
  ],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-23",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 1747007902.0,
  "raum_discretionary": 1356511412.0,
  "raum_non_discretionary": 390496490.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 53,
  "advisory_employees": 38,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 19370105.0,
      "count": 10
    },
    "individuals": {
      "raum": 757513960.0,
      "count": 2937
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4974843.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 942077937.0,
      "count": 410
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 23071057.0,
      "count": 21
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NJ",
    "NM",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://cornerstoneshreveport.com",
    "https://facebook.com/FreedomWealthAlliance",
    "https://facebook.com/INTRUA-FINANCIAL-166216213793145",
    "https://facebook.com/chrissmithwealth",
    "https://freedomwealthalliance.com",
    "https://intrua.com",
    "https://linkedin.com/company/freedom-wealth-alliance",
    "https://linkedin.com/company/intrua-financial",
    "https://linkedin.com/in/ana-maria-salas-cfp%C2%AE-ea-a43aba11",
    "https://linkedin.com/in/arthurdeluca",
    "https://linkedin.com/in/brad-doyle-b88b339a",
    "https://linkedin.com/in/bullett-manale",
    "https://linkedin.com/in/chrissmithwealth",
    "https://linkedin.com/in/darrenliberski",
    "https://linkedin.com/in/my-ton-12923821",
    "https://linkedin.com/in/ronsauvageau",
    "https://x.com/INTRUA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281554",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/intrua-financial-houston-tx-281554",
  "display_name": "Intrua Financial",
  "summary": "Intrua Financial is an SEC-registered investment advisory firm in Houston, TX, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Intrua Financial (CRD 281554): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Intrua Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Intrua Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Intrua Financial located?",
      "a": "Intrua Financial's principal office is in Houston, TX, according to its Form ADV; the October 2026 filing also lists 14 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Intrua Financial registered with the SEC or a state?",
      "a": "Intrua Financial is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281554."
    },
    {
      "q": "How much does Intrua Financial manage?",
      "a": "Intrua Financial reports $1,747,007,902 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (78% discretionary)."
    },
    {
      "q": "How have Intrua Financial's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Intrua Financial: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Intrua Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,937); high net worth individuals (410); corporations or other businesses not listed above (21)."
    },
    {
      "q": "Which custodians does Intrua Financial use?",
      "a": "Intrua Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Intrua Financial report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281554"
    },
    {
      "q": "Does Intrua Financial state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Our minimum account opening balance is $15,000 which may be negotiable based upon certain circumstances.\""
    },
    {
      "q": "What changed in Intrua Financial's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Shreveport, LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 707805015.0,
      "total_employees": 45,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1271812601.0,
      "total_employees": 42,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1049048955.0,
      "total_employees": 42,
      "filing_date": "2023-09-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1656524869.0,
      "total_employees": 52,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1212765982.0,
      "total_employees": 48,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1747007902.0,
      "total_employees": 53,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Shreveport, LA."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$15,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $15,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account opening balance is $15,000 which may be negotiable based upon certain circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 15000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our minimum account opening balance is $15,000 which may be negotiable based upon certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/intrua-financial-houston-tx-281554.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2937,
      "fewer_than_5": false,
      "raum": 757513960.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 410,
      "fewer_than_5": false,
      "raum": 942077937.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4974843.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 19370105.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 21,
      "fewer_than_5": false,
      "raum": 23071057.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281554",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}