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Intrua Financial LLC

● SEC registered since 2015CRD 281554SEC# 801-106767Houston, TX
Export (members)
Reg. AUM
$1.75B
Employees
53
Accounts
7,272
Location
Houston, TX

Intrua Financial LLC assets under management

Intrua Financial LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2015. It reports $1.7 billion in regulatory assets under management and employs 53 people.

Intrua Financial LLC owners & executives

5 reported
NameTitleOwnershipSince
Amy L Buchheit ControlVice PresidentUnder 5%2024
Jessi Mae Ayrer ControlDirector Of OperationsUnder 5%2025
Larson Financial Holdings, LLC ControlOwnerOver 75%2023
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Frequently asked questions

How much does Intrua Financial LLC manage?

Intrua Financial LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Intrua Financial LLC have?

Intrua Financial LLC reports 53 employees.

Where is Intrua Financial LLC located?

Intrua Financial LLC is based in Houston, TX and has been SEC-registered since 2015.

Does Intrua Financial LLC disclose fund performance?

Intrua Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3737 Buffalo Speedway, Suite 400, Houston, TX 77098
Phone713-355-9910
Fax713-355-1910
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1812792
Discloses disciplinary historyYes

Regulatory AUM

$1.75B▲ 44%
Mar '25 — $1.21BApr '25 — $1.21BMay '25 — $1.21BJun '25 — $1.21BJul '25 — $1.21BAug '25 — $1.21BSep '25 — $1.21BOct '25 — $1.21BNov '25 — $1.21BDec '25 — $1.21BJan '26 — $1.21BFeb '26 — $1.21BMar '26 — $1.75BApr '26 — $1.75BMay '26 — $1.75BJun '26 — $1.75B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$1.75Bregulatory AUM
Discretionary $1.36BNon-discretionary $390.5M