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AMERICANA PARTNERS, LLC
CRD 301354File 801-115018
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.