On May 8, 2026, Intrua Financial announced its acquisition of Ta-Check Financial and Ta-Check Tax Service.
Intrua Financial (“Intrua”) announced, on May 8, 2026, its acquisition of Ta-Check Financial and Ta-Check Tax Service (“Ta-Check”). Under the terms of the transaction, Ta-Check will continue operating within Intrua. Further terms of the transaction were not disclosed.
Intrua, based in Houston, Texas, is a registered investment advisor offering wealth and asset management services. As of May 15, 2026, Intrua had approximately $1.75 billion in assets under management.
Ta-Check, based in Strongsville, Ohio, is a registered investment advisor offering specialized expertise in tax and wealth preservation. As of April 27, 2026, Ta-Check had approximately $576 million in assets under management. Republic Capital Group served as Ta-Check’s financial advisor on the transaction.
To read the press release: please click here.