AMERICANA PARTNERS, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 301354
- Registered since
- April 17, 2019
- Website
- www.americanapartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.22%
- Charitable Organizations17.4%
- Corporations / Businesses4.46%
- Individuals2.58%
- Pooled Investment Vehicles1.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Americana Partners, LLC is an SEC-registered independent registered investment adviser organized as an LLC and active since 2019. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients, offering financial planning and portfolio management across retail and pooled vehicles. Its business mix includes accountant services and the selection of other advisers; the firm also functions in sponsor and general partner roles for pooled investment vehicles. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Americana Partners has been recognized on industry lists, appearing on Forbes’ Top RIA Firms in 2022, 2023 and 2024 and on AdvisorHub’s 50 RIA Firms to Watch in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds25%
- Other14%
- Cash & Cash Equivalents11%
- US Government Bonds4%
Owners & executives
3 of 5ROBERT WELLINGTON
Chief Operating OfficerCRD 5600454
JORGE SUAREZ-VELEZ
CEO and Founding PartnerCRD 2261965
Michael Mitchell
Chief Financial OfficerCRD 7676551
Contacts
3 of 49ROBERT MUSE
Managing DirectorCRD 2602702
JOSHUA CALTRIDER
Founding Partner & Managing DirectorCRD 6087643
ROBERT JONES
Managing DirectorCRD 5362937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 211Active vs passive
$1.1B in ETFs
54%
$611M
42%
$523M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR EQUITY MANAGED FLOOR ETF (SFLR) | Innovator | Active | Options Trading | $88M | 2,485,585 | 7.76% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 811 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
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