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Intrua Financial
INTRUA FINANCIAL is an SEC-registered investment adviser in HOUSTON, TX, registered since 2015. The firm manages $1.7 billion in regulatory assets, $1.4...
Overview
INTRUA FINANCIAL is an SEC-registered investment adviser in HOUSTON, TX, registered since 2015. The firm manages $1.7 billion in regulatory assets, $1.4 billion on a discretionary basis. It has 53 employees and 38 investment advisers. Historical Form 13F reports for Intrua Financial, LLC (CIK 0001812792, CRD 281554). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0001812792. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-07-24 reports $1,091,014,528 in Section 13(f) long-position table value across 495 information-table rows and 495 distinct security, option and amount-type positions. Filing accessions: 0001812792-26-000009. For the quarter ended 2026-03-31, the report chain filed through 2026-04-23 reports $968,788,584 in Section 13(f) long-position table value across 459 information-table rows and 459 distinct security, option and amount-type positions. Filing accessions: 0001812792-26-000008. The five largest reported positions by table value for 2026-06-30 are: SPDR SERIES TRUST, $84,534,173 reported table value; SELECT SECTOR SPDR TR, $48,949,987 reported table value; WISDOMTREE TR, $47,538,202 reported table value; J P MORGAN EXCHANGE TRADED F, $39,722,591 reported table value; AMERICAN CENTY ETF TR, $37,403,039 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Intrua Financial?
The individuals responsible for investment decisions at Intrua Financial have not been publicly identified. The firm does not list any executives or investment professionals on its website or LinkedIn. Public records do not provide names associated with its management.
What investment stages does Intrua Financial typically target?
Intrua Financial has not publicly disclosed any specific stage preferences for its investments. It is not known to focus on venture capital, growth equity, buyouts, or any other stage. No public data supports a particular stage focus.
How does Intrua Financial source proprietary deal flow?
Intrua Financial's deal sourcing methods are not publicly known. The firm has not described any proprietary sourcing strategy. It is unclear if it relies on a network of advisors, internal research, or other channels.
Which sectors does Intrua Financial explicitly avoid?
Intrua Financial has not publicly stated any sectors it avoids. No sector exclusion policies are documented in public sources. The firm's investment universe, if any, remains undisclosed.
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