INTRUA FINANCIAL
Latest filing: Mar 31, 2025 (63 days ago)
AUM
$1,212,765,982
-27% change vs. 1 year ago
-5% change vs. 3 years ago
89% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
48
-8% change vs. 1 year ago
14% change vs. 3 years ago
41% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
3737 BUFFALO SPEEDWAY, HOUSTON, TX, UNITED STATES, 77098
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $1.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 2,916 | $0.6 |
| Average Individual AUM | $207,351 | |
| HNW | 259 | $0.6 |
| Average HNW AUM | $2,227,131 | |
| Retail Total | 3,175 | $1.2 |
| Average Retail AUM | $372,114 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| LPL FINANCIAL LLC | BOSTON-MA-USA | $1.1 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.2 |
| Retail SMA AUM | $1.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 57% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 24% | $0.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 17% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | $4.0 | 140599 | |
| LARSON CAPITAL MANAGEMENT, LLC | $1.0 | 301971 | |
| LARSON FINANCIAL SECURITIES, LLC | $0.0 | broker-dealer | 152517 |
| LARSON TAX PARTNERS, LLC | $0.0 | accountancy | - |
| LARSON COMMERCIAL REAL ESTATE, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
42 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CONNOR OAK | HOUSTON | TX | S65|2022-09-20 | ||||||
| SHAWN THOMAS | HOUSTON | TX | S63|1992-07-30|S65|1998-12-01|S66|2014-09-25 | ||||||
| WENDY CITKO | HOUSTON | TX | S63|2005-03-08|S65|2013-02-25 | ||||||
| JULIE O'GLEE | HOUSTON | TX | S66|2008-07-24 | ||||||
| JAMES ONEILL | HOUSTON | TX | S63|1994-06-10|S65|2012-03-02 | ||||||
| KURT ROZMAN | HOUSTON | TX | S63|1993-05-27|S65|2003-05-29 | ||||||
| MARC LANGVA | HOUSTON | TX | S63|1997-08-28|S65|1997-08-28 | CERTIFIED FINANCIAL PLANNER | |||||
| JESSI AYRER | HOUSTON | TX | S66|2018-07-26 | ||||||
| RONALD SAUVAGEAU | HOUSTON | TX | S63|2000-11-10|S65|2000-11-21 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK MAGEE | HOUSTON | TX | S63|2003-09-16|S66|2007-01-26 | ||||||
| ROBERT BRADFORD | HOUSTON | TX | S63|2002-11-25|S65|2004-12-30 | CERTIFIED FINANCIAL PLANNER | |||||
| KRISTIN HURST-HEBRON | HOUSTON | TX | S66|2021-07-30 | CERTIFIED FINANCIAL PLANNER | |||||
| BRADLEY MCENTEE | HOUSTON | TX | S66|2017-01-23 | ||||||
| ALAN HAWKINS | HOUSTON | TX | S63|1999-12-10|S65|2003-01-25 | ||||||
| ARTHUR DELUCA | HOUSTON | TX | S66|2003-09-26 | ||||||
| MY TON | HOUSTON | TX | S66|2015-12-18 | ||||||
| DANE BYERS | HOUSTON | TX | S63|1999-07-14|S65|2000-07-14 | ||||||
| BRADLEY DOYLE | HOUSTON | TX | S66|2009-05-01 | ||||||
| SHANNON SMITH | HOUSTON | TX | S66|2006-03-06 | ||||||
| CHARLES KUHTZ | HOUSTON | TX | S63|1984-10-24 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.2 | $0.0 | 0% | 48 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 48 | 0 | 0% |
| 2024-04-02 | $1.7 | -$0.4 | -27% | 52 | -4 | -8% |
| 2023-04-04 | $1.0 | $0.2 | 16% | 42 | 6 | 14% |
| 2022-04-01 | $1.3 | -$0.1 | -5% | 42 | 6 | 14% |
| 2021-04-05 | $0.7 | $0.5 | 71% | 45 | 3 | 7% |
| 2020-04-01 | $0.6 | $0.6 | 89% | 34 | 14 | 41% |
| 2019-04-01 | $0.5 | $0.7 | 123% | 30 | 18 | 60% |
| 2018-04-02 | $0.5 | $0.7 | 130% | 22 | 26 | 118% |
| 2017-04-01 | $0.4 | $0.8 | 189% | 21 | 27 | 129% |
| 2016-04-01 | $0.1 | $1.1 | 1047% | 11 | 37 | 336% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AK-12/04/2024, AL-03/20/2018, AR-12/10/2021, AZ-12/10/2021, CA-10/23/2015, CO-12/10/2021, DC-12/04/2024, DE-12/04/2024, FL-10/23/2015, GA-03/25/2020, IA-11/29/2023, ID-12/10/2021, IL-12/10/2021, IN-11/29/2023, KS-12/10/2021, KY-12/10/2021, LA-03/01/2016, MD-12/10/2021, MI-11/29/2023, MN-03/20/2018, MO-08/25/2017, MS-03/20/2018, NC-03/20/2018, NJ-12/21/2021, NM-09/21/2021, NY-12/04/2024, OH-12/04/2024, OK-03/01/2016, OR-12/04/2024, PA-03/20/2018, SC-12/04/2024, TN-06/08/2018, TX-10/23/2015, VA-12/10/2021, WA-03/20/2018, WI-11/10/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV