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INTRUA FINANCIAL

HOUSTON, TX · CRD 281554 · IAPD ↗ · 713-355-9910

$1.75BRegulatory AUM
38Advisory reps
53Employees
0Clients
11-25Planning clients
0Private funds
36States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — INTRUA FINANCIAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — INTRUA FINANCIAL added office(s): 8 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — INTRUA FINANCIAL reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — INTRUA FINANCIAL reported RAUM up 44% ($1.21B -> $1.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — INTRUA FINANCIAL added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — INTRUA FINANCIAL reported RAUM down 27% ($1.66B -> $1.21B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
January 2025 — INTRUA FINANCIAL notice-filed in AK, DC, DE, NY, OH, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — INTRUA FINANCIAL now reports custody of client assets ($1.66B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
April 2024 — INTRUA FINANCIAL reported RAUM up 58% ($1.05B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — INTRUA FINANCIAL reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
83
April 2024 — INTRUA FINANCIAL grew from 29 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.