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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

INTRUA FINANCIAL

INTRUA FINANCIAL LLC, CRD 281554

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3987f0f5-eb51-da20-bb6c-0b88c26c998e

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 92
Dated events: 40
On other graphs: 0
Observed: Oct 2, 2015 to Jul 29, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=37.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 36
RAUM per advisor: $48.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 53
Advisory employees: 38
Offices: 26Schedule D 1.F, beyond the principal office
Accounts: 7,272
Individual clients: 2,937
High net worth clients: 410
Custody, client assets: $1.4B
SEC number: 801-106767
CIK: 1812792
CRD: 281554
Filings on the tape: 53
First filed: Oct 2, 2015
Latest filed: Jul 29, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 36

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALAN MATTHEW HAWKINS	n/a	Houston, TX \| HOUSTON, TX	10	26	1	yes
COURTNEY CRAWFORD GARNER	n/a	HOUSTON, TX	10	12	n/a	yes
RONALD ALLEN SAUVAGEAU	Certified Financial Planner	HOUSTON, TX	10	25	2	yes
DEAN ANDREW WOLPERT	n/a	Fayetteville, TX \| HOUSTON, TX	10	42	1	yes
DANE ERIC BYERS	n/a	HOUSTON, TX	10	27	3	yes
ROBERT ANDREW BRADFORD	Certified Financial Planner	Bellaire, TX \| HOUSTON, TX	10	23	3	yes
MARK BLUE MAGEE	n/a	HOUSTON, TX \| FRIENDSWOOD, TX	10	23	2	yes
DAVID JOSEPH PTACEK	n/a	STRONGSVILLE, OH \| FAIRVIEW PARK, OH \| Strongsville, OH	8	28	5	yes
EDWARD PAUL GIACO	n/a	BROADVIEW HEIGHTS, OH	8	41	3	yes
Jessi Mae Ayrer	n/a	HOUSTON, TX	8	11	n/a	yes
ANA MARIA SALAS	Certified Financial Planner	HOUSTON, TX	5	22	2	yes
CHRIS SMITH	n/a	Dallas, TX \| HOUSTON, TX	5	18	2	yes
RANDALL CARROLL GILLESPIE	n/a	Houston, TX \| HOUSTON, TX	5	39	2	no
BRADLEY S DOYLE	n/a	HOUSTON, TX \| Amarillo, TX	5	17	3	yes
BRANDON KYLE WOODARD	n/a	HOUSTON, TX \| Amarillo, TX	4	33	3	yes
ERNEST KELLY YOUNG	n/a	Shreveport, LA \| HOUSTON, TX	4	30	2	yes
HUNTER STEVEN HART	n/a	HOUSTON, TX \| Shreveport, LA	4	21	3	yes
JULIE LYNN BOSWELL	n/a	HOUSTON, TX \| Shreveport, LA	4	18	2	yes
Bradley R McEntee	n/a	HOUSTON, TX \| Midlothian, TX \| Shreveport, LA	4	16	2	yes
RYAN CHANDLER EDWARDS	Certified Financial Planner	Watchung, NJ \| HOUSTON, TX \| Shreveport, LA	4	16	2	no
MY KIM TON	n/a	HOUSTON, TX \| Wichita Falls, TX	4	16	1	yes
ARTHUR ROBERT DELUCA	n/a	Fulton, MD \| Severna Park, MD \| HOUSTON, TX	3	22	3	yes
SHAWN EDWARD THOMAS	n/a	Brookfield, WI \| HOUSTON, TX	2	34	4	yes
DARREN JOEL LIBERSKI	n/a	HOUSTON, TX \| Brookfield, WI \| Germantown, WI	2	27	6	yes
MITCHELL ALAN WOOD	n/a	Minneapolis, MN \| HOUSTON, TX \| Andover, MN	2	16	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Ayrer, Jessi, Mae	DIRECTOR OF OPERATIONS	Na	yes	09/2025	Jul 29, 2026	Jul 29, 2026
Boettigheimer, Lindsey	CHIEF COMPLIANCE OFFICER	Na	yes	03/2025	Jul 29, 2026	Jul 29, 2026
BUCHHEIT, AMY, L	VICE PRESIDENT	Na	yes	04/2024	Jul 29, 2026	Jul 29, 2026
LARSON FINANCIAL HOLDINGS, LLC	Owner	E	yes	07/2023	Jul 29, 2026	Jul 29, 2026
GARNER, COURTNEY, CRAWFORD	BRANCH MANAGER	Na	yes	08/2023	Aug 25, 2023	Dec 4, 2024
LARSON, PAUL, DOUGLAS	Shareholder	E	yes	11/2020	Apr 16, 2021	Dec 4, 2024
WOOD, MITCHELL, ALAN	PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	12/2023	Aug 25, 2023	Dec 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LARSON FINANCIAL GROUP, LLC	n/a	Bd affiliated wealth	$5.5B	N	yes	n/a
LARSON CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$1.4B	N	yes	n/a
LARSON COMMERCIAL REAL ESTATE, LLC	n/a	n/a	n/a	N	yes	n/a
LARSON FINANCIAL SECURITIES, LLC	n/a	n/a	n/a	N	no	n/a
LARSON TAX PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brookfield	Wi	United States	13	yes
Shreveport	La	United States	5	yes
Plymouth	Mn	United States	4	yes
Austin	TX	United States	4	yes
Amarillo	TX	United States	2	yes
Dallas	TX	United States	2	yes
SANTA ROSA	CA	United States	1	no
Fulton	Md	United States	1	yes
FORT WORTH	TX	United States	1	yes
WICHITA FALLS	TX	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.7B	$1.4B	53	38	26	n/a	n/a
2024	Mar 31, 2025	$1.2B	$1.2B	48	41	7	n/a	n/a
2023	Mar 29, 2024	$1.7B	$1.6B	52	42	10	n/a	n/a
2022	Jan 29, 2023	$1.0B	$928M	42	29	10	n/a	n/a
2021	Mar 22, 2022	$1.3B	$1.1B	42	29	9	n/a	n/a
2020	Jan 13, 2021	$708M	$501M	45	27	6	n/a	n/a
2019	Mar 25, 2020	$642M	$582M	34	30	5	n/a	n/a
2018	Mar 22, 2019	$543M	$495M	30	21	5	n/a	n/a
2017	Mar 20, 2018	$527M	$437M	22	20	5	n/a	n/a
2016	Mar 8, 2017	$419M	$375M	21	21	n/a	n/a	n/a
2015	Jan 28, 2016	$106M	$89.8M	11	11	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	5	-1	13.9%	3	3	0	21	18

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.2B	44.1%	$1.0B	18.6%	53	48	26	7

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Mar 4, 2025	Dec 15, 2023	HOUSTON, TX	Team lift out	Ibd to ibd	5.6%
THE WEALTH CONSULTING GROUP	2	Aug 6, 2024	Apr 3, 2024	HOUSTON, TX	Team lift out	Ibd to RIA	5.3%
LPL FINANCIAL LLC	2	Sep 22, 2020	Jul 27, 2021	KINGSWOOD, TX	Team lift out	RIA to ibd	9.1%
TEAMWORK FINANCIAL ADVISORS, LLC	2	May 15, 2020	May 15, 2020	HOUSTON, TX	Team lift out	RIA to RIA	8.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TA-CHECK FINANCIAL LTD.	2	Jun 16, 2026	Jul 1, 2026	WILLOUGHBY HILLS, OH	Team lift out	Other	66.7%
FREEDOM WEALTH ALLIANCE	6	Dec 12, 2023	Nov 28, 2023	BROOKFIELD, WI	Firm absorbed	RIA to RIA	85.7%
WORK OPTIONAL, INC.	2	Oct 6, 2023	Oct 9, 2023	PLYMOUTH, MN	Team lift out	RIA to RIA	100.0%
INTRUA ADVISORY GROUP LLC	2	Dec 9, 2021	Nov 15, 2021	SHREVEPORT, LA	Team lift out	RIA to RIA	28.6%
INTRUA ADVISORY GROUP LLC	4	Dec 9, 2021	Nov 15, 2021	HOUSTON, TX	Firm absorbed	RIA to RIA	57.1%
PRIVATE ADVISOR GROUP, LLC	2	Apr 12, 2021	Jan 9, 2021	MORRISTOWN, NJ	Team lift out	Ibd to RIA	0.4%
FIRST COMMAND ADVISORY SERVICES	2	Mar 3, 2017	Mar 2, 2017	FORT WORTH, TX	Team lift out	Other	0.6%

Relationships

showing 80 of 92

Affiliated with (5)

→ LARSON FINANCIAL GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ LARSON CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← LARSON CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← LARSON FINANCIAL GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
← INTRUA ADVISORY GROUP LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (61)

← DAVID JOSEPH PTACEKAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← EDWARD PAUL GIACOAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← THOMAS SCOTT RAMSETTAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← JOSHUA Anthony EDWARDSAdvisorregistration: current employment
Jul 31, 2025 to presentfactForm ADV
← Nathan Donald BaumannAdvisorregistration: current employment
Jun 18, 2025 to presentfactForm ADV
← Lindsey BoettigheimerAdvisorregistration: current employment
May 15, 2025 to presentfactForm ADV
← JAMES BULLETT MANALEAdvisorregistration: current employment
Apr 16, 2025 to presentfactForm ADV
← JOSHUA MICHAEL TE STROETEAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← AMY L BUCHHEITAdvisorregistration: current employment
Apr 18, 2024 to presentfactForm ADV
← ERIC J KULWICKIAdvisorregistration: current employment
Feb 27, 2024 to presentfactForm ADV
← CHARLES HARVEY KUHTZAdvisorregistration: current employment
Nov 28, 2023 to presentfactForm ADV
← KURT RICHARD ROZMANAdvisorregistration: current employment
Nov 28, 2023 to presentfactForm ADV
← SHANNON FERRELL SMITHAdvisorregistration: current employment
Nov 28, 2023 to presentfactForm ADV
← MITCHELL ALAN WOODAdvisorregistration: current employment
Nov 20, 2023 to presentfactForm ADV
← SHAWN EDWARD THOMASAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← DARREN JOEL LIBERSKIAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← ARTHUR ROBERT DELUCAAdvisorregistration: current employment
Apr 19, 2023 to presentfactForm ADV
← MY KIM TONAdvisorregistration: current employment
Jun 16, 2022 to presentfactForm ADV
← RYAN CHANDLER EDWARDSAdvisorregistration: current employment
Nov 18, 2021 to presentfactForm ADV
← HUNTER STEVEN HARTAdvisorregistration: current employment
Nov 15, 2021 to presentfactForm ADV
← JULIE LYNN BOSWELLAdvisorregistration: current employment
Nov 15, 2021 to presentfactForm ADV
← Bradley R McEnteeAdvisorregistration: current employment
Nov 15, 2021 to presentfactForm ADV
← ERNEST KELLY YOUNGAdvisorregistration: current employment
Nov 12, 2021 to presentfactForm ADV
← BRANDON KYLE WOODARDAdvisorregistration: current employment
Sep 21, 2021 to presentfactForm ADV
← BRADLEY S DOYLEAdvisorregistration: current employment
Mar 26, 2021 to presentfactForm ADV
← RANDALL CARROLL GILLESPIEAdvisorregistration: current employment
Jan 9, 2021 to presentfactForm ADV
← CHRIS SMITHAdvisorregistration: current employment
Jan 6, 2021 to presentfactForm ADV
← ANA MARIA SALASAdvisorregistration: current employment
Jan 5, 2021 to presentfactForm ADV
← Jessi Mae AyrerAdvisorregistration: current employment
Aug 10, 2018 to presentfactForm ADV
← MARK BLUE MAGEEAdvisorregistration: current employment
Mar 30, 2016 to presentfactForm ADV
and 31 more

Moved with (8)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Jul 27, 2026 to Aug 11, 2026factForm ADV
← TA-CHECK FINANCIAL LTD.Registered adviser2 advisors, team lift out, same day
Jun 16, 2026 to Jul 1, 2026factForm ADV
→ THE WEALTH CONSULTING GROUPRegistered adviser2 advisors, team lift out, same day
Aug 6, 2024 to Apr 3, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Mar 4, 2025 to Dec 15, 2023factForm ADV
← FREEDOM WEALTH ALLIANCERegistered adviser6 advisors, firm absorbed, same day
Dec 12, 2023 to Nov 28, 2023factForm ADV
← WORK OPTIONAL, INC.Registered adviser2 advisors, team lift out, same day
Oct 6, 2023 to Oct 9, 2023factForm ADV
← INTRUA ADVISORY GROUP LLCRegistered adviser2 advisors, team lift out, same day
Dec 9, 2021 to Nov 15, 2021factForm ADV
← PRIVATE ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Apr 12, 2021 to Jan 9, 2021factForm ADV

Controls (4)

← LARSON, PAUL, DOUGLASOwnerSHAREHOLDER, ownership code E, individual
Apr 16, 2021 to Dec 4, 2024factForm ADV
← WOOD, MITCHELL, ALANOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 25, 2023 to Dec 4, 2024factForm ADV
← GARNER, COURTNEY, CRAWFORDOwnerBRANCH MANAGER, ownership code NA, individual
Aug 25, 2023 to Dec 4, 2024factForm ADV
← LARSON FINANCIAL HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Apr 16, 2021 to Dec 4, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 27, 2026
Advisor changed firm
Paul Schuelke left Intrua Financial for Ameriprise Financial Services, Llc (registered 2026-08-11)
Form ADVobserved 4 days ago
Occurred
Jul 27, 2026
Advisor changed firm
Gerald Schuelke left Intrua Financial for Ameriprise Financial Services, Llc (registered 2026-08-11)
Form ADVobserved 4 days ago
Occurred
Jul 27, 2026
Advisor departed, no destination yet
Anthony John Mercuri no longer registered at Intrua Financial; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jul 1, 2026
Advisor changed firm
Samuel Scott Lawhon left Intrua Financial for Lpl Financial Llc (registered 2022-05-31)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2026
Team lift-out
2 advisors left Ta-Check Financial LTD. (Willoughby Hills, OH) for Intrua Financial on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 31, 2026
Regulatory AUM changed
Intrua Financial reported RAUM $1.7B, up 44% from $1.2B (2025-12-11 to 2026-03-31)
Form ADVobserved 4 days ago
$534M
Occurred
Mar 31, 2026
Advisor headcount changed
Intrua Financial reported 16 state-registered advisory representatives, down from 41 (2025-12-11 to 2026-03-31)
Form ADVobserved 4 days ago
-25 IARS
Occurred
Mar 27, 2026
Advisor changed firm
James Kevin Oneill left Intrua Financial for Magnolia Wealth (registered 2026-02-25)
Form ADVobserved 4 days ago
Occurred
Nov 25, 2025
Advisor changed firm
Brian Kaye left Intrua Financial for Hightower Advisors, Llc (registered 2026-01-12)
Form ADVobserved 4 days ago
Occurred
Jun 17, 2025
Advisor changed firm
Wendy Ann Citko left Intrua Financial for Robert W. Baird & Co. Incorporated (registered 2025-12-17)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2025
Regulatory AUM changed
Intrua Financial reported RAUM $1.2B, down 27% from $1.7B (2024-12-04 to 2025-03-31)
Form ADVobserved 4 days ago
$-444M
Occurred
Mar 4, 2025
Team lift-out
2 advisors left Intrua Financial (Houston, TX) for LPL Financial LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 4, 2025
Advisor changed firm
Jeffrey Don Peace left Intrua Financial for Lpl Financial Llc (registered 2023-12-01)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2025
Advisor changed firm
Kevin Lee Sherman left Intrua Financial for Lpl Financial Llc (registered 2023-12-15)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2024
Advisor changed firm
Jennifer Kay Gist-Hall left Intrua Financial for Momentum Independent Network Inc. (registered 2024-09-16)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2024
Team lift-out
2 advisors left Intrua Financial (Houston, TX) for The Wealth Consulting Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 6, 2024
Advisor changed firm
Thomas Roy Sauriol left Intrua Financial for The Wealth Consulting Group (registered 2024-04-01)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2024
Advisor changed firm
Calvin Edrix Lee left Intrua Financial for The Wealth Consulting Group (registered 2024-04-03)
Form ADVobserved 4 days ago
Occurred
Jul 26, 2024
Advisor changed firm
Connor Jeffrey Oak left Intrua Financial for Larson Financial Group, Llc (registered 2024-07-26)
Form ADVobserved 4 days ago
Occurred
Jul 26, 2024
Advisor changed firm
Jason Clark left Intrua Financial for Larson Financial Group, Llc (registered 2025-01-21)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Advisor changed firm
Kristin Nicole Hurst-Hebron left Intrua Financial for Mosaic Advisors (registered 2024-10-01)
Form ADVobserved 4 days ago
Occurred
Jun 18, 2024
Advisor departed, no destination yet
Patrick Jaime Foy no longer registered at Intrua Financial; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
May 16, 2024
Advisor changed firm
Scott Clayton Harris left Intrua Financial for Larson Financial Group, Llc (registered 2024-02-02)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Intrua Financial reported RAUM $1.7B, up 58% from $1.0B (2023-12-13 to 2024-03-29)
Form ADVobserved 4 days ago
$607M
Occurred
Dec 13, 2023
Control person left
Scott Randy Miller (Chief Compliance Officer) no longer on Schedule A of Intrua Financial (listed 2023-11-29, absent 2023-12-13)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Control person left
Gregory Colin Wiens (President) no longer on Schedule A of Intrua Financial (listed 2023-11-29, absent 2023-12-13)
Form ADVobserved 4 days ago
Occurred
Dec 12, 2023
Firm absorbed
Freedom Wealth Alliance's advisors moved to Intrua Financial (Brookfield, WI): 6 of 7 registered, on the same day
Form ADVobserved 4 days ago
6 advisors
Occurred
Nov 8, 2023
Advisor changed firm
James Bryant Hawryluk left Intrua Financial for Lpl Financial Llc (registered 2016-06-30)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2023
Advisor changed firm
Bradley Alan Bowman left Intrua Financial for Sovereign Wealth Advisors Llc (registered 2022-06-29)
Form ADVobserved 4 days ago
Occurred
Oct 18, 2023
Advisor changed firm
Jason Gross left Intrua Financial for Lpl Financial Llc (registered 2023-10-16)
Form ADVobserved 4 days ago
Occurred
Oct 6, 2023
Team lift-out
2 advisors left Work Optional, Inc. (Plymouth, MN) for Intrua Financial on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 14, 2023
Advisor changed firm
Andrew Clifton Keller left Intrua Financial for Inscription Capital, Llc (registered 2023-09-25)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person left
Clifton Andrew Keller (Managing Principal) no longer on Schedule A of Intrua Financial (listed 2023-07-23, absent 2023-08-25)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person joined
Crawford Courtney Garner (Branch Manager) appeared on Schedule A of Intrua Financial
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person joined
Scott Randy Miller (Chief Compliance Officer) appeared on Schedule A of Intrua Financial
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person joined
Alan Mitchell Wood (Chief Operating Officer) appeared on Schedule A of Intrua Financial
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person joined
Gregory Colin Wiens (President) appeared on Schedule A of Intrua Financial
Form ADVobserved 4 days ago
Occurred
Jun 6, 2023
Advisor changed firm
Janice Jacqueline Whitten left Intrua Financial for Oak Harvest Investment Services (registered 2023-05-24)
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Mar 31, 2026
Intrua Financial reported 26 offices beyond its principal office, up from 8 (2025-12-11 to 2026-03-31)
Occurred
Mar 29, 2024
Intrua Financial reported 42 state-registered advisory representatives, up from 31 (2023-12-13 to 2024-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3987f0f5-eb51-da20-bb6c-0b88c26c998e
First observed: Oct 2, 2015
Last observed: Jul 29, 2026 52 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTRUA FINANCIAL

INTRUA FINANCIAL LLC, CRD 281554

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3987f0f5-eb51-da20-bb6c-0b88c26c998e

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALAN MATTHEW HAWKINS

n/a

Houston, TX | HOUSTON, TX

yes

COURTNEY CRAWFORD GARNER

n/a

HOUSTON, TX

n/a

yes

RONALD ALLEN SAUVAGEAU

Certified Financial Planner

HOUSTON, TX

yes

DEAN ANDREW WOLPERT

n/a

Fayetteville, TX | HOUSTON, TX

yes

DANE ERIC BYERS

n/a

HOUSTON, TX

yes

ROBERT ANDREW BRADFORD

Certified Financial Planner

Bellaire, TX | HOUSTON, TX

yes

MARK BLUE MAGEE

n/a

HOUSTON, TX | FRIENDSWOOD, TX

yes

DAVID JOSEPH PTACEK

n/a

STRONGSVILLE, OH | FAIRVIEW PARK, OH | Strongsville, OH

yes

EDWARD PAUL GIACO

n/a

BROADVIEW HEIGHTS, OH

yes

Jessi Mae Ayrer

n/a

HOUSTON, TX

n/a

yes

ANA MARIA SALAS

Certified Financial Planner

HOUSTON, TX

yes

CHRIS SMITH

n/a

Dallas, TX | HOUSTON, TX

yes

RANDALL CARROLL GILLESPIE

n/a

Houston, TX | HOUSTON, TX

BRADLEY S DOYLE

n/a

HOUSTON, TX | Amarillo, TX

yes

BRANDON KYLE WOODARD

n/a

HOUSTON, TX | Amarillo, TX

yes

ERNEST KELLY YOUNG

n/a

Shreveport, LA | HOUSTON, TX

yes

HUNTER STEVEN HART

n/a

HOUSTON, TX | Shreveport, LA

yes

JULIE LYNN BOSWELL

n/a

HOUSTON, TX | Shreveport, LA

yes

Bradley R McEntee

n/a

HOUSTON, TX | Midlothian, TX | Shreveport, LA

yes

RYAN CHANDLER EDWARDS

Certified Financial Planner

Watchung, NJ | HOUSTON, TX | Shreveport, LA

MY KIM TON

n/a

HOUSTON, TX | Wichita Falls, TX

yes

ARTHUR ROBERT DELUCA

n/a

Fulton, MD | Severna Park, MD | HOUSTON, TX

yes

SHAWN EDWARD THOMAS

n/a

Brookfield, WI | HOUSTON, TX

yes

DARREN JOEL LIBERSKI

n/a

HOUSTON, TX | Brookfield, WI | Germantown, WI

yes

MITCHELL ALAN WOOD

n/a

Minneapolis, MN | HOUSTON, TX | Andover, MN

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Ayrer, Jessi, Mae

DIRECTOR OF OPERATIONS

yes

09/2025

Jul 29, 2026

Boettigheimer, Lindsey

CHIEF COMPLIANCE OFFICER

yes

03/2025

Jul 29, 2026

BUCHHEIT, AMY, L

VICE PRESIDENT

yes

04/2024

Jul 29, 2026

LARSON FINANCIAL HOLDINGS, LLC

Owner

yes

07/2023

Jul 29, 2026

GARNER, COURTNEY, CRAWFORD

BRANCH MANAGER

yes

08/2023

Aug 25, 2023

Dec 4, 2024

LARSON, PAUL, DOUGLAS

Shareholder

yes

11/2020

Apr 16, 2021

Dec 4, 2024

WOOD, MITCHELL, ALAN

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

12/2023

Aug 25, 2023

Dec 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LARSON FINANCIAL GROUP, LLC

n/a

Bd affiliated wealth

$5.5B

yes

n/a

LARSON CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$1.4B

yes

n/a

LARSON COMMERCIAL REAL ESTATE, LLC

n/a

yes

n/a

LARSON FINANCIAL SECURITIES, LLC

n/a

LARSON TAX PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Brookfield

United States

yes

Shreveport

United States

yes

Plymouth

United States

yes

Austin

United States

yes

Amarillo

United States

yes

Dallas

United States

yes

SANTA ROSA

United States

Fulton

United States

yes

FORT WORTH

United States

yes

WICHITA FALLS

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.7B

$1.4B

n/a

2024

Mar 31, 2025

$1.2B

n/a

2023

Mar 29, 2024

$1.7B

$1.6B

n/a

2022

Jan 29, 2023

$1.0B

$928M

n/a

2021

Mar 22, 2022

$1.3B

$1.1B

n/a

2020

Jan 13, 2021

$708M

$501M

n/a

2019

Mar 25, 2020

$642M

$582M

n/a

2018

Mar 22, 2019

$543M

$495M

n/a

2017

Mar 20, 2018

$527M

$437M

n/a

2016

Mar 8, 2017

$419M

$375M

n/a

2015

Jan 28, 2016

$106M

$89.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

13.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.2B

44.1%

$1.0B

18.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Mar 4, 2025

Dec 15, 2023

HOUSTON, TX

Team lift out

Ibd to ibd

5.6%

THE WEALTH CONSULTING GROUP

Aug 6, 2024

Apr 3, 2024

HOUSTON, TX

Team lift out

Ibd to RIA

5.3%

LPL FINANCIAL LLC

Sep 22, 2020

Jul 27, 2021

KINGSWOOD, TX

Team lift out

RIA to ibd

9.1%

TEAMWORK FINANCIAL ADVISORS, LLC

May 15, 2020

HOUSTON, TX

Team lift out

RIA to RIA

8.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TA-CHECK FINANCIAL LTD.

Jun 16, 2026

Jul 1, 2026

WILLOUGHBY HILLS, OH

Team lift out

Other

66.7%

FREEDOM WEALTH ALLIANCE

Dec 12, 2023

Nov 28, 2023

BROOKFIELD, WI

Firm absorbed

RIA to RIA

85.7%

WORK OPTIONAL, INC.

Oct 6, 2023

Oct 9, 2023

PLYMOUTH, MN

Team lift out

RIA to RIA

100.0%

INTRUA ADVISORY GROUP LLC

Dec 9, 2021

Nov 15, 2021

SHREVEPORT, LA

Team lift out

RIA to RIA

28.6%

INTRUA ADVISORY GROUP LLC

Dec 9, 2021

Nov 15, 2021

HOUSTON, TX

Firm absorbed

RIA to RIA

57.1%

PRIVATE ADVISOR GROUP, LLC

Apr 12, 2021

Jan 9, 2021

MORRISTOWN, NJ

Team lift out

Ibd to RIA

0.4%

FIRST COMMAND ADVISORY SERVICES

Mar 3, 2017

Mar 2, 2017

FORT WORTH, TX

Team lift out

Other

0.6%