INTRUA ADVISORY GROUP LLC
CRD #169512 SEC #801-88170 HOUSTON, TX 713-355-9910
SEC Registered
Total AUM
$168.5M
Discretionary
$168.3M
Employees
10
Clients
1
Accounts
982
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2021
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARROLL, DEVIN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARROLL, DEVIN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARROLL, DEVIN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARROLL, DEVIN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARROLL, DEVIN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| KELLER, ANDREW, CLIFTON | I | CCO | NA | Control |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| INTRUA FINANCIAL HOLDINGS, LLC | DE | LLC MEMBER | E | |
| PEACE, JEFFREY, DON | I | PRESIDENT, MANAGING MEMBER AND CCO | E | Control |
| CARROLL INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| CARROLL INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| CARROLL INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| CARROLL INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| CARROLL INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | D | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | C | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | C | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | C | Control |
| CARROLL, DEVIN, ANTHONY | I | MANAGING MEMBER | C | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | C | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | C | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | C | Control |
| PEACE, JEFFREY, DON | I | MANAGING MEMBER | C | Control |
| RENFRO, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| RENFRO, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| RENFRO, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| RENFRO, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B | |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B | |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B | |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B | |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B | |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B | |
| MERLA, CHRISTOPHER, AARON | I | CHIEF OPERATIONS OFFICER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARROLL, DEVIN, ANTHONY | I | CARROLL INVESTMENT MANAGEMENT, LLC | E | Control |
| CARROLL, DEVIN, ANTHONY | I | CARROLL INVESTMENT MANAGEMENT, LLC | E | Control |
| CARROLL, DEVIN, ANTHONY | I | CARROLL INVESTMENT MANAGEMENT, LLC | E | Control |
| CARROLL, DEVIN, ANTHONY | I | CARROLL INVESTMENT MANAGEMENT, LLC | E | Control |
| CARROLL, DEVIN, ANTHONY | I | CARROLL INVESTMENT MANAGEMENT, LLC | E | Control |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | E | Control |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | E | Control |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | E | Control |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | E | Control |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | E | Control |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | E | Control |
| LARSON INTRUA FINANCIAL, LLC | DE | INTRUA FINANCIAL HOLDINGS, LLC | E | |
| KELLER, ANDREW, CLIFTON | I | INTRUA FINANCIAL HOLDINGS, LLC | C | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON INTRUA FINANCIAL, LLC | C | |
| LARSON, PAUL, DOUGLAS | I | LARSON INTRUA FINANCIAL, LLC | C | Control |
Registrations
Federal
IA
Mar 30, 2021 REGISTERED
Notice Filings (6)
AR FL LA NJ OK TX
Address
3737 BUFFALO SPEEDWAYSUITE 400
HOUSTON, TX 77098
United States
Phone: 713-355-9910