DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Intrua Financial
Legal name Intrua Financial LLC
Latest filing Jul 29, 2026
First filing on the tape Oct 2, 2015 · 53 filings
SEC status approved since Oct 23, 2015
RAUM
$1.7B
reported, Item 5.F
Discretionary
78%
of RAUM
Private clients
97%
$1.7B individuals and HNW
Advisors
36
registered through the firm on IAPD
RAUM per advisor
$48.5M
derived; firm RAUM over IAPD count
Employees
53
38 advisory (5.B.1)
Offices
26
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$1.7B as of Jul 29, 2026
Jan 28, 2016$106M then
HNW client RAUM$942M as of Jul 29, 2026
Mar 20, 2018$245M then
State-registered IARs (5.B.3)16 as of Jul 29, 2026
Jan 28, 201611 then
Employees (5.A)53 as of Jul 29, 2026
Jan 28, 201611 then
Private funds: no history
RAUM +44% over the last fiscal year+19% a year over threeIARs 41 to 16offices 7 to 26
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $48.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 93derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $240,238derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 78%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.3derived27 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- -61%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $869MreportedItem 5.I
- Custody
- $1.4B, 5,351 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$942M54%
- Individuals$758M43%
- Corporations and businesses$23.1M1.3%
- Charitable organizations$19.4M1.1%
- Pension and profit-sharing plans$5.0M0.3%
- Individual clients
- 2,937reported
- HNW clients
- 410reported
- Pension plan clients
- 2reported
- Charitable clients
- 10reported
- Accounts
- 7,272reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $29.0M managedreported
- Custody of client assets
- $1.4B for 5,351 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=37.0derived
Advisors registered through the firm
36 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Courtney Crawford Garner | Houston, Tx | Oct 28, 2015 | 12 y | 0 |
| Alan Matthew Hawkins | Houston, Tx | Oct 28, 2015 | 26 y | 1 |
| Ronald Allen SauvageauCertified Financial Planner | Houston, Tx | Oct 30, 2015 | 25 y | 2 |
| Dane Eric Byers | Houston, Tx | Feb 12, 2016 | 27 y | 3 |
| Dean Andrew Wolpert | Fayetteville, Tx | Feb 12, 2016 | 42 y | 1 |
| Robert Andrew BradfordCertified Financial Planner | Bellaire, Tx | Feb 18, 2016 | 23 y | 3 |
| Mark Blue Magee | Houston, Tx | Mar 30, 2016 | 23 y | 2 |
| Edward Paul Giaco | Broadview Heights, Oh | Feb 14, 2018 | 41 y | 3 |
| David Joseph Ptacek | Strongsville, Oh | Feb 14, 2018 | 28 y | 5 |
| Jessi Mae Ayrer | Houston, Tx | Aug 10, 2018 | 11 y | 0 |
| Ana Maria SalasCertified Financial Planner | Houston, Tx | Jan 5, 2021 | 22 y | 2 |
| Chris Smith | Dallas, Tx | Jan 6, 2021 | 18 y | 2 |
| Randall Carroll Gillespie | Houston, Tx | Jan 9, 2021 | 39 y | 2 |
| Bradley S Doyle | Houston, Tx | Mar 26, 2021 | 17 y | 3 |
| Brandon Kyle Woodard | Houston, Tx | Sep 21, 2021 | 33 y | 3 |
| Ernest Kelly Young | Shreveport, La | Nov 12, 2021 | 30 y | 2 |
| Hunter Steven Hart | Houston, Tx | Nov 15, 2021 | 21 y | 3 |
| Bradley R Mcentee | Houston, Tx | Nov 15, 2021 | 16 y | 2 |
| Julie Lynn Boswell | Houston, Tx | Nov 15, 2021 | 18 y | 2 |
| Ryan Chandler EdwardsCertified Financial Planner | Watchung, Nj | Nov 18, 2021 | 16 y | 2 |
| My Kim Ton | Houston, Tx | Jun 16, 2022 | 16 y | 1 |
| Arthur Robert Deluca | Fulton, Md | Apr 19, 2023 | 22 y | 3 |
| Shawn Edward Thomas | Brookfield, Wi | Nov 13, 2023 | 34 y | 4 |
| Darren Joel Liberski | Houston, Tx | Nov 13, 2023 | 27 y | 6 |
| Mitchell Alan Wood | Minneapolis, Mn | Nov 20, 2023 | 16 y | 4 |
| Shannon Ferrell Smith | Brookfield, Wi | Nov 28, 2023 | 20 y | 5 |
| Charles Harvey KuhtzCertified Financial Planner | Pembine, Wi | Nov 28, 2023 | 41 y | 2 |
| Kurt Richard Rozman | Brookfield, Wi | Nov 28, 2023 | 33 y | 2 |
| Eric J KulwickiCertified Financial Planner, Chartered Financial Analyst | Brookfield, Wi | Feb 27, 2024 | 18 y | 2 |
| Amy L Buchheit | Houston, Tx | Apr 18, 2024 | 12 y | 1 |
| Joshua Michael Te Stroete | Brookfield, Wi | Feb 28, 2025 | 16 y | 1 |
| James Bullett ManaleCertified Financial Planner | Houston, Tx | Apr 16, 2025 | 10 y | 0 |
| Lindsey Boettigheimer | Houston, Tx | May 15, 2025 | 12 y | 2 |
| Nathan Donald Baumann | Brookfield, Wi | Jun 18, 2025 | 11 y | 0 |
| Joshua Anthony Edwards | Fulton, Md | Jul 31, 2025 | 12 y | 1 |
| Thomas Scott Ramsett | Venice, Fl | Oct 16, 2025 | 28 y | 3 |
Advisor movement
5 left, 4 joined in 12 months
net -1 in 12 months3 left in 90 days3 joined in 90 daysdeparture rate 14% of current headcount18 left over 36 months
Left, latest
- Paul Schuelke to Ameriprise Financial Services, LLCJul 27, 2026 · RIA to affiliated broker-dealer or bank
- Gerald Schuelke to Ameriprise Financial Services, LLCJul 27, 2026 · RIA to affiliated broker-dealer or bank
- Samuel Scott Lawhon to LPL Financial LLCJul 1, 2026 · RIA to RIA
- James Kevin Oneill to Magnolia WealthMar 27, 2026 · RIA to a state-registered adviser
- Brian Kaye to Hightower Advisors, LLCNov 25, 2025 · RIA to affiliated broker-dealer or bank
- Wendy Ann Citko to Robert W. Baird & Co. IncorporatedJun 17, 2025 · RIA to RIA
- Jeffrey Don Peace to LPL Financial LLCMar 4, 2025 · Affiliated broker-dealer or bank to another
- Kevin Lee Sherman to LPL Financial LLCMar 4, 2025 · Affiliated broker-dealer or bank to another
- Jennifer Kay Gist-Hall to Momentum Independent Network Inc.Sep 23, 2024 · Affiliated broker-dealer or bank to another
- Calvin Edrix Lee to The Wealth Consulting GroupAug 6, 2024 · Affiliated broker-dealer or bank to independent RIA
- Thomas Roy Sauriol to The Wealth Consulting GroupAug 6, 2024 · Affiliated broker-dealer or bank to independent RIA
- Jason Clark to Larson Financial Group, LLCJul 26, 2024 · Affiliated broker-dealer or bank to another
- Connor Jeffrey Oak to Larson Financial Group, LLCJul 26, 2024 · Affiliated broker-dealer or bank to another
- Kristin Nicole Hurst-Hebron to Mosaic AdvisorsJun 28, 2024 · Affiliated broker-dealer or bank to independent RIA
- Scott Clayton Harris to Larson Financial Group, LLCMay 16, 2024 · Affiliated broker-dealer or bank to another
Joined, latest
- Anthony John Mercuri from Ta-Check Financial Ltd.Jul 1, 2026 · Other
- David Joseph Ptacek from Ta-Check Financial Ltd.Jul 1, 2026 · Other
- Edward Paul Giaco from Ta-Check Financial Ltd.Jun 24, 2026 · Other
- Thomas Scott Ramsett from Freedom Wealth AllianceOct 16, 2025 · RIA to RIA
- Joshua Anthony Edwards from LPL Enterprise, LLCJul 31, 2025 · Affiliated broker-dealer or bank to independent RIA
- Lindsey Boettigheimer from Larson Financial Group, LLCMay 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Joshua Michael Te Stroete from Harbour Investments, Inc.Feb 28, 2025 · RIA to affiliated broker-dealer or bank
- Amy L Buchheit from Larson Financial Group, LLCApr 18, 2024 · Affiliated broker-dealer or bank to another
- Eric J Kulwicki from Freedom Wealth AllianceFeb 27, 2024 · RIA to RIA
- Dylan Clark from Diamond Client Group, LLCDec 1, 2023 · RIA to RIA
- Kurt Richard Rozman from Freedom Wealth AllianceNov 28, 2023 · RIA to RIA
- Charles Harvey Kuhtz from Freedom Wealth AllianceNov 28, 2023 · RIA to RIA
- Shannon Ferrell Smith from Freedom Wealth AllianceNov 28, 2023 · RIA to RIA
- Wendy Ann Citko from Landaas & CompanyNov 27, 2023 · RIA to RIA
- Mitchell Alan Wood from Larson Financial Group, LLCNov 20, 2023 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for LPL Financial LLCMar 4, 2025 · Houston, Tx
- 2 left for The Wealth Consulting GroupAug 6, 2024 · Houston, Tx
- 2 left for LPL Financial LLCSep 22, 2020 · Kingswood, Tx
- 2 left for Teamwork Financial Advisors, LLCMay 15, 2020 · Houston, Tx
- 2 joined from Ta-Check Financial Ltd.Jun 16, 2026 · Willoughby Hills, Oh
- 6 joined from Freedom Wealth AllianceDec 12, 2023 · Brookfield, Wi · Firm absorbed
- 2 joined from Work Optional, Inc.Oct 6, 2023 · Plymouth, Mn
- 2 joined from Intrua Advisory Group LLCDec 9, 2021 · Shreveport, La
- 4 joined from Intrua Advisory Group LLCDec 9, 2021 · Houston, Tx · Firm absorbed
- 2 joined from Private Advisor Group, LLCApr 12, 2021 · Morristown, Nj
- 2 joined from First Command Advisory ServicesMar 3, 2017 · Fort Worth, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mae Jessi Ayrer · Director Of Operationscontrolsince 09/2025 · owns less than 5%
- Lindsey Boettigheimer · Chief Compliance Officercontrolsince 03/2025 · owns less than 5%
- L Amy Buchheit · Vice Presidentcontrolsince 04/2024 · owns less than 5%
- Crawford Courtney Garner · Branch Managercontrolsince 08/2023 · owns less than 5%
- Alan Mitchell Wood · President & Chief Compliance Officercontrolsince 12/2023 · owns less than 5%
- Douglas Paul Larson · Shareholdercontrolsince 11/2020 · owns 75% or more of Larson Financial Holdings, LLC
Entity owners
- Larson Financial Holdings, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Larson Capital Management, LLCinvestment advisernRAUM $1.4B
- Larson Commercial Real Estate, LLCinvestment companyn
- Larson Financial Group, LLCinvestment advisernRAUM $5.5B
- Larson Financial Securities, LLCbroker-dealern
- Larson Tax Partners, LLCinsurancen
Advisers that list Intrua Financial as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 34 | 1 | 4 | ||
| Brookfield, Wi | 9 | 1 | 1 | ||
| Shreveport, La | 5 | 0 | 0 | ||
| Amarillo, Tx | 2 | 0 | 0 | ||
| Fulton, Md | 2 | 0 | 0 | ||
| Dallas, Tx | 2 | 0 | 0 | ||
| Willoughby Hills, Oh | 0 | 0 | 1 | ||
| Sugar Land, Tx | 0 | 0 | 0 | ||
| Santa Rosa, Ca | 0 | 0 | 0 | ||
| Plymouth, Mn | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Brookfield, WI13 employees
- Shreveport, LA5 employees
- Plymouth, MN4 employees
- Austin, TX4 employees
- Dallas, TX2 employees
- Amarillo, TX2 employees
- Wichita Falls, TX1 employees
- Fort Worth, TX1 employees
- Fulton, MD1 employees
- Santa Rosa, CA1 employees
ADV anomalies
10 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 29, 2026GARNER, COURTNEY, CRAWFORD (BRANCH MANAGER) left Schedule A between the filings of 2023-08-25 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 29, 2026BUCHHEIT, AMY, L (VICE PRESIDENT) appeared on Schedule A between the filings of 2023-08-25 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 29, 2026Boettigheimer, Lindsey (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2023-08-25 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 29, 2026Ayrer, Jessi, Mae (DIRECTOR OF OPERATIONS) appeared on Schedule A between the filings of 2023-08-25 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 29, 2026LARSON, PAUL, DOUGLAS (SHAREHOLDER) left Schedule A between the filings of 2023-08-25 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 29, 2026WOOD, MITCHELL, ALAN (PRESIDENT & CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2023-08-25 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,212,765,982 to $1,747,007,902 (+44.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +17.0% (1297 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 91% percentile
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 100.0% to 78.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- office count surgeChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 7.0 to 26.0 (+271.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (379 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (379) · 100% percentile
- advisor count dropChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 41.0 to 16.0 (-61.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (999 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $1B to $5B (999) · 0.8% percentile
What changed
consecutive filings, newest first
- Accounts · 5,051 to 7,272Dec 11, 2025 to Mar 31, 2026
- Advisory employees · 41 to 38Dec 11, 2025 to Mar 31, 2026
- BD registered reps · 34 to 37Dec 11, 2025 to Mar 31, 2026
- Charity clients · 14 to 10Dec 11, 2025 to Mar 31, 2026
- Corporate clients · 16 to 21Dec 11, 2025 to Mar 31, 2026
- HNW clients · 259 to 410Dec 11, 2025 to Mar 31, 2026
- Individual clients · 2,916 to 2,937Dec 11, 2025 to Mar 31, 2026
- Pension plan clients · 22 to 2Dec 11, 2025 to Mar 31, 2026
- Commission compensation · true to falseDec 11, 2025 to Mar 31, 2026
- Assets in custody · $1.8B to $1.4BDec 11, 2025 to Mar 31, 2026
- Employees · 48 to 53Dec 11, 2025 to Mar 31, 2026
- Financial planning clients · 1-10 to 11-25Dec 11, 2025 to Mar 31, 2026
- State-registered IARs · 41 to 16Dec 11, 2025 to Mar 31, 2026
- Other offices · 8 to 26Dec 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.4BDec 11, 2025 to Mar 31, 2026
- HNW RAUM · $577M to $942MDec 11, 2025 to Mar 31, 2026
- Individual RAUM · $605M to $758MDec 11, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $2.4M to $390MDec 11, 2025 to Mar 31, 2026
- Pension RAUM · $11.6M to $5.0MDec 11, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.7BDec 11, 2025 to Mar 31, 2026
- Wrap assets (manager) · $882M to $29.0MDec 11, 2025 to Mar 31, 2026
- Other offices · 7 to 8Mar 31, 2025 to Aug 7, 2025
- Accounts · 7,354 to 5,051Dec 4, 2024 to Mar 31, 2025
- Advisory employees · 42 to 41Dec 4, 2024 to Mar 31, 2025
- BD registered reps · 51 to 34Dec 4, 2024 to Mar 31, 2025
- Charity clients · 11 to 14Dec 4, 2024 to Mar 31, 2025
- Corporate clients · 10 to 16Dec 4, 2024 to Mar 31, 2025
- HNW clients · 328 to 259Dec 4, 2024 to Mar 31, 2025
- Individual clients · 3,423 to 2,916Dec 4, 2024 to Mar 31, 2025
- Pension plan clients · 3 to 22Dec 4, 2024 to Mar 31, 2025
- Assets in custody · $1.7B to $1.8BDec 4, 2024 to Mar 31, 2025
- Employees · 52 to 48Dec 4, 2024 to Mar 31, 2025
- Financial planning clients · 101-250 to 1-10Dec 4, 2024 to Mar 31, 2025
- State-registered IARs · 42 to 41Dec 4, 2024 to Mar 31, 2025
- Other offices · 10 to 7Dec 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $1.2BDec 4, 2024 to Mar 31, 2025
- HNW RAUM · $704M to $577MDec 4, 2024 to Mar 31, 2025
- Individual RAUM · $935M to $605MDec 4, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $44.0M to $2.4MDec 4, 2024 to Mar 31, 2025
- Pension RAUM · $951,555 to $11.6MDec 4, 2024 to Mar 31, 2025
Signals
45 dated events
- Gerald Schuelke left Intrua Financial for Ameriprise Financial Services, Llc (registered 2026-08-11)Jul 27, 2026 · Advisor changed firm · fact
- Paul Schuelke left Intrua Financial for Ameriprise Financial Services, Llc (registered 2026-08-11)Jul 27, 2026 · Advisor changed firm · fact
- Anthony John Mercuri no longer registered at Intrua Financial; no later IA registration on IAPDJul 27, 2026 · Advisor departure · fact
- Samuel Scott Lawhon left Intrua Financial for Lpl Financial Llc (registered 2022-05-31)Jul 1, 2026 · Advisor changed firm · fact
- 2 advisors left Ta-Check Financial LTD. (Willoughby Hills, OH) for Intrua Financial on the same dayJun 16, 2026 · Team lift-out · derived
- Intrua Financial reported RAUM $1.7B, up 44% from $1.2B (2025-12-11 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Intrua Financial reported 26 offices beyond its principal office, up from 8 (2025-12-11 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Intrua Financial reported 16 state-registered advisory representatives, down from 41 (2025-12-11 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- James Kevin Oneill left Intrua Financial for Magnolia Wealth (registered 2026-02-25)Mar 27, 2026 · Advisor changed firm · fact
- Brian Kaye left Intrua Financial for Hightower Advisors, Llc (registered 2026-01-12)Nov 25, 2025 · Advisor changed firm · fact
- Wendy Ann Citko left Intrua Financial for Robert W. Baird & Co. Incorporated (registered 2025-12-17)Jun 17, 2025 · Advisor changed firm · fact
- Intrua Financial reported RAUM $1.2B, down 27% from $1.7B (2024-12-04 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Kevin Lee Sherman left Intrua Financial for Lpl Financial Llc (registered 2023-12-15)Mar 4, 2025 · Advisor changed firm · fact
- Jeffrey Don Peace left Intrua Financial for Lpl Financial Llc (registered 2023-12-01)Mar 4, 2025 · Advisor changed firm · fact
- 2 advisors left Intrua Financial (Houston, TX) for LPL Financial LLC on the same dayMar 4, 2025 · Team lift-out · derived
- Jennifer Kay Gist-Hall left Intrua Financial for Momentum Independent Network Inc. (registered 2024-09-16)Sep 23, 2024 · Advisor changed firm · fact
- Thomas Roy Sauriol left Intrua Financial for The Wealth Consulting Group (registered 2024-04-01)Aug 6, 2024 · Advisor changed firm · fact
- Calvin Edrix Lee left Intrua Financial for The Wealth Consulting Group (registered 2024-04-03)Aug 6, 2024 · Advisor changed firm · fact
- 2 advisors left Intrua Financial (Houston, TX) for The Wealth Consulting Group on the same dayAug 6, 2024 · Team lift-out · derived
- Jason Clark left Intrua Financial for Larson Financial Group, Llc (registered 2025-01-21)Jul 26, 2024 · Advisor changed firm · fact
- Connor Jeffrey Oak left Intrua Financial for Larson Financial Group, Llc (registered 2024-07-26)Jul 26, 2024 · Advisor changed firm · fact
- Kristin Nicole Hurst-Hebron left Intrua Financial for Mosaic Advisors (registered 2024-10-01)Jun 28, 2024 · Advisor changed firm · fact
- Patrick Jaime Foy no longer registered at Intrua Financial; no later IA registration on IAPDJun 18, 2024 · Advisor departure · fact
- Scott Clayton Harris left Intrua Financial for Larson Financial Group, Llc (registered 2024-02-02)May 16, 2024 · Advisor changed firm · fact
- Intrua Financial reported RAUM $1.7B, up 58% from $1.0B (2023-12-13 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Intrua Financial reported 42 state-registered advisory representatives, up from 31 (2023-12-13 to 2024-03-29)Mar 29, 2024 · Advisor headcount change · derived
- Scott Randy Miller (Chief Compliance Officer) no longer on Schedule A of Intrua Financial (listed 2023-11-29, absent 2023-12-13)Dec 13, 2023 · Control person left · inference
- Gregory Colin Wiens (President) no longer on Schedule A of Intrua Financial (listed 2023-11-29, absent 2023-12-13)Dec 13, 2023 · Control person left · inference
- Freedom Wealth Alliance's advisors moved to Intrua Financial (Brookfield, WI): 6 of 7 registered, on the same dayDec 12, 2023 · Firm absorbed (people side) · derived
- Bradley Alan Bowman left Intrua Financial for Sovereign Wealth Advisors Llc (registered 2022-06-29)Nov 8, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 318-518-4415reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 318-564-6074reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 318-670-7930reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/freedom-wealth-alliancereportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/intrua-financialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cornerstoneshreveport.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 713-355-9910reportedpublic record, Form ADV, Jul 29, 2026
- Contact form
- cornerstoneshreveport.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- cornerstoneshreveport.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $48.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026