Intrua Financial Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 281554
· SEC file 801-106767
· Houston, TX
· www.linkedin.com
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.4B
- Clients
- 3,380
- Avg AUM / client
- $517K
- Accounts
- 7,272
- Employees
- 53
AUM over time
$106M
$1.7B
Dec 2015
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,937 | $758M | 43.4% |
| High net worth individuals | 410 | $942M | 53.9% |
| Pension and profit sharing plans | 2 | $5.0M | 0.28% |
| Charitable organizations | 10 | $19.4M | 1.11% |
| Corporations and other businesses | 21 | $23.1M | 1.32% |
People (40)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Courtney Crawford Garner | Branch Manager | Oct 2015 (11y) | Less than 5% | |
| Paul Douglas Larson | Shareholder | CFP | Nov 2020 (6y) | ≈ 56.25% – 100% via Larson Financial Holdings, Llc |
| Mitchell Alan Wood | President & Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Alan Matthew Hawkins | Registered representative | Oct 2015 (11y) | ||
| Ronald Allen Sauvageau | Registered representative | CFP | Oct 2015 (11y) | |
| Dane Eric Byers | Registered representative | Feb 2016 (10y) | ||
| Dean Andrew Wolpert | Registered representative | Feb 2016 (10y) | ||
| Robert Andrew Bradford | Registered representative | CFP | Feb 2016 (10y) | |
| Mark Blue Magee | Registered representative | Mar 2016 (10y) | ||
| Jessi Mae Ayrer | Registered representative | Aug 2018 (8y) | ||
| Ana Maria Salas | Registered representative | CFP | Jan 2021 (6y) | |
| Chris Smith | Registered representative | Jan 2021 (6y) | ||
| Randall Carroll Gillespie | Registered representative | Jan 2021 (6y) | ||
| Bradley S Doyle | Registered representative | Mar 2021 (5y) | ||
| Brandon Kyle Woodard | Registered representative | Sep 2021 (5y) | ||
| Ernest Kelly Young | Registered representative | Nov 2021 (5y) | ||
| Bradley R Mc Entee | Registered representative | Nov 2021 (5y) | ||
| Hunter Steven Hart | Registered representative | Nov 2021 (5y) | ||
| Julie Lynn Boswell | Registered representative | Nov 2021 (5y) | ||
| Ryan Chandler Edwards | Registered representative | CFP | Nov 2021 (5y) | |
| My Kim Ton | Registered representative | Jun 2022 (4y) | ||
| Arthur Robert Deluca | Registered representative | Apr 2023 (3y) | ||
| Darren Joel Liberski | Registered representative | Nov 2023 (3y) | ||
| Shawn Edward Thomas | Registered representative | Nov 2023 (3y) | ||
| Charles Harvey Kuhtz | Registered representative | CFP | Nov 2023 (3y) | |
| Kurt Richard Rozman | Registered representative | Nov 2023 (3y) | ||
| Shannon Ferrell Smith | Registered representative | Nov 2023 (3y) | ||
| Eric J Kulwicki | Registered representative | CFP CFA | Feb 2024 (2y) | |
| Amy L Buchheit | Registered representative | Apr 2024 (2y) | ||
| Joshua Michael Te Stroete | Registered representative | Feb 2025 (1y) | ||
| James Bullett Manale | Registered representative | CFP | Apr 2025 (1y) | |
| Lindsey Boettigheimer | Registered representative | May 2025 (1y) | ||
| Nathan Donald Baumann | Registered representative | Jun 2025 (1y) | ||
| Joshua Anthony Edwards | Registered representative | Jul 2025 (1y) | ||
| Thomas Scott Ramsett | Registered representative | Oct 2025 (1y) | ||
| Paul Schuelke | Registered representative | Dec 2025 (1y) | ||
| Gerald Gene Schuelke | Registered representative | Jan 2026 (1y) | ||
| Edward Paul Giaco | Registered representative | Jun 2026 (0y) | ||
| Anthony John Mercuri | Registered representative | Jul 2026 (0y) | ||
| David Joseph Ptacek | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Larson Financial Holdings, Llc | Owner | Jul 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Paul Douglas Larson: 75% – 100% of Larson Financial Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $1.1B (62% of AUM) May 2026
- Charles Schwab & Co. $270M (15% of AUM) May 2026
- Pershing $67.9M (10% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗