I
$1.7B Total AUM
$1.4B Disc. AUM
-- 3Y CAGR
53 Employees
3,380 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- CapitalSummit
- Established Date
- 10-23-2015
- Office Locations
- 15
Office Locations
15660 Dallas Pkwy Suite 860 Dallas TX
2802 SOM Center RD Suite 100 Willoughby Hills OH
3231 FM 528 Friendswood TX
About Intrua Financial
Intrua Financial (Freedom Wealth Alliance / Horizent team) provides personalized wealth management and institutional investment consulting for high-net-worth families, business owners, and select institutions such as corporate accounts and church endowments. Services include goal-based planning (retirement, tax, estate/legacy, risk/insurance) and discretionary portfolio management. The team supports an Investment Committee and investment manager due diligence; portfolios often use ETFs and municipal bonds.
Team overview
49 AVG AGE
$46.0M AVG AUM / ADVISOR
$516.9K AVG AUM / CLIENT
4.4 yrs AVG TENURE
53 Employees
38 Advisory Reps
16 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pathway Insight ridge Prime Radial Delta
Client Personas
Catalyst timber Harbor legacy
CRM
Legacy frontier Optima Pathway ember
Custodian
Vertex Matrix Delta Optima crest Momentum Vital
Investment Themes
Momentum frontier Glacier North Radial eagle Atlas
Investment Vehicles
Momentum Pathway fusion Pathway
Services
Vector Momentum Zenith Foundation Value horizon Pathway Focus Foundation summit Eagle capital Matrix
Technology
Momentum Focus quantum
Owner & Executives
Jessi Mae Ayrer
DIRECTOR OF OPERATIONS
- CRD
- #6772363
- Ownership
- Less than 5%
(285) 478-6978
meridian.pathway@primecapital.com
in linkedin.com/in/meridian-delta
L
Lindsey Boettigheimer
Chief Compliance Officer
- CRD
- #6148264
- Ownership
- Less than 5%
(525) 757-5177
legacy.alpha@pioneercapital.com
in linkedin.com/in/summit-delta
S
Summit ember
Quantum value
- CRD
- #80702
- Ownership
- 20.0%
(408) 980-5018
insight.wave@timbercapital.com
in linkedin.com/in/frontier-zenith
Showing 2 of 3 owners & executives
Unlock allContacts
N
Nathan Donald Baumann
--
- CRD
- #7831414
(487) 703-2839
legacy.eagle@harborcapital.com
in linkedin.com/in/timber-vital
J
JULIE LYNN BOSWELL MRS
--
- CRD
- #5516084
(501) 785-8556
pathway.radial@foundationcapital.com
in linkedin.com/in/delta-ember
V
Value pioneer
North quantum
- CRD
- #95540
(643) 445-7804
quantum.alpha@atlascapital.com
in linkedin.com/in/delta-optima
Showing 2 of 39 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,356,511,412 | $253,506 |
| Non-Discretionary | $390,496,490 | $203,278 |
| Total | $1,747,007,902 | $240,238 |
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Separately Managed Accounts
Total SMA Asset: $1,747,007,902
Public Funds:
14.8% Equity - Exchange:
19.3% Cash:
4.2% U.S. Government/Agency:
9.7% Corporate - Investment Grade:
14.9% Corporate - Non-Investment Grade:
11.4% Derivatives:
13.2% Municipal Bonds:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,280,997,568 | 14.8% |
| Equity - Exchange | $1,670,490,071 | 19.3% |
| Cash | $363,526,337 | 4.2% |
| U.S. Government/Agency | $839,572,730 | 9.7% |
| Corporate - Investment Grade | $1,289,652,957 | 14.9% |
| Corporate - Non-Investment Grade | $986,714,343 | 11.4% |
| Derivatives | $1,142,511,344 | 13.2% |
| Municipal Bonds | $1,081,923,621 | 12.5% |
| Total | $8,655,388,971 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS CREST RADIAL | VERTEX FRONTIER | EGIEJ9UAM | STAO | 4.11% | $48,503,574 |
| PRIME CREST PATHWAY | FOCUS PIONEER | EGX1064G3 | BME | 0.67% | $117,873,541 |
| PEAK MERIDIAN | BEACON SUMMIT | 4XMWJVKN5 | GMPI | 6.12% | $91,817,186 |
| VITAL QUANTUM HORIZON | WAVE EAGLE | WUEWGRV1W | DQQ | 9.70% | $114,980,736 |
| FUSION PRIME ZENITH | OPTIMA QUANTUM | UEEGMF5FY | YVS | 10.34% | $32,748,404 |
| RADIAL EAGLE ZENITH | NORTH DELTA | UV3D8UVZY | DDEWO | 1.29% | $25,616,618 |
| SUMMIT TIMBER HARBOR | HARBOR PRIME | UVVZ9F3WC | RAWUJ | 11.97% | $88,011,267 |
| VALUE HARBOR | FUSION CREST | BZVT40A5M | RQJG | 9.12% | $88,901,834 |