INTRUA FINANCIAL LLC
DBA: INTRUA FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.75B |
| Discretionary | $1.36B78% of AUM |
| Non-Discretionary | $390.5M |
| Client Accounts | 7,272 |
| Avg Account Size | $240K |
| Employees | 53 |
| Peak AUM | $1.75BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +44.1% | +18.6% | +19.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.75B |
| Discretionary | $1.36B |
| Employees | 53 |
| Client Accounts | 7272 |
| Client Range | 11-25 |
Contact & Location
Address
3737 BUFFALO SPEEDWAY
HOUSTON TX 77098
Phone
713-355-9910
Filing History
54 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.4B
77.6% of AUM
Non-Discretionary
$390M
22.4% of AUM
Disc. mix ▼ 22.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyTrust CompanyLaw Firm