intrua Financial

Intrua Financial is an SEC‑registered multi-team advisory firm (approximately $1.75 billion in regulatory AUM with 37 advisors) that serves individuals, high‑net‑worth clients, trusts, foundations, and employer‑sponsored retirement plans. It offers discretionary and non‑discretionary asset management, comprehensive and ongoing financial planning, and retirement plan advisory and consulting services, including ERISA 3(21) plan support.

The firm’s investment process blends fundamental analysis, modern portfolio theory, technical and cyclical analysis to build custom asset allocations and Investment Policy Statements, and it implements strategies through direct management, model portfolios, and third‑party money managers. Intrua monitors and rebalances client portfolios, provides held‑away account management via FeeX, and supports program access to LPL, Schwab, and other custodial and model platform programs.

Intrua is part of a holding company structure and has several uncommon affiliations for a multi‑team adviser: some IARs are registered representatives of a broker‑dealer, certain associated persons are licensed insurance agents who may receive commissions, the parent group includes an affiliate that sponsors private equity funds, and there are related entities operating in commercial real estate and tax services. The firm discloses these relationships in its brochure and describes compliance measures and disclosure practices intended to address conflicts of interest arising from commissions, affiliated fund investments, and cross‑affiliate activities.