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AMERICANA PARTNERS, LLC
CRD 301354File 801-115018
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.10B
Top 10% of cohort (national)
Discretionary AUM
$6.98B
Non-discretionary $2.12B
Clients
1,818
6,991 accounts
Employees
86
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 17, 2019
- Principal office
- 811 LOUISIANA STREET, SUITE 2420, HOUSTON, TX, 77002
- Phone
- 713-429-5552
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.10B
- Discretionary AUM
- $6.98B
- Non-discretionary AUM
- $2.12B
- Discretionary accounts
- 3,995
- Non-discretionary accounts
- 2,996
- Total accounts
- 6,991
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 58 | $405.9M |
| Charitable organizations | 68 | $1.58B |
| High net worth individuals | 827 | $6.75B |
| Pooled investment vehicles | 9 | $93.7M |
| Pension and profit sharing plans | 56 | $28.4M |
| Individuals (other than high net worth individuals) | 800 | $235.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 86 | increased by36 |
| Apr 1, 2026 | Clients | 1,455 | 1,818 | increased by363 |
| Apr 1, 2026 | AUM | $6,082,612,320 | $9,101,689,133 | increased by$3,019,076,813 |
| Apr 1, 2026 | Accounts | 5,931 | 6,991 | increased by1,060 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 50 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 607 | 1,455 | increased by848 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,597,106,338 | $6,082,612,320 | increased by$3,485,505,982 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,620 | 5,931 | increased by3,311 |
| Apr 1, 2022 | Employees | 23 | 30 | increased by7 |
| Apr 1, 2022 | Clients | 395 | 607 | increased by212 |
| Apr 1, 2022 | AUM | $1,756,333,172 | $2,597,106,338 | increased by$840,773,166 |
| Apr 1, 2022 | Accounts | 1,190 | 2,620 | increased by1,430 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERICANA PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICANA PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.