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 independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves both high-net-worth individuals and institutional clients and operates as a capital allocator, combining discretionary portfolio management, financial planning, management of pooled vehicles, and selection of third-party advisers. Americana Partners also lists accounting as a business activity and reports roles as sponsor, general partner and managing member of pooled investment vehicles. Its fee model mixes percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor. Industry recognition includes repeated appearances on Forbes’ lists of Top RIA Firms (2022, 2023, 2024) and a spot 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 5
Robert Wellington
Chief Operating OfficerCRD 5600454
Jorge Suarez-velez
CEO and Founding PartnerCRD 2261965
Michael Mitchell
Chief Financial OfficerCRD 7676551
Contacts
3 of 48
Robert 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 221Active vs passive
$1.3B in ETFs
56%
$735M
40%
$568M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR EQUITY MANAGED FLOOR ETF (SFLR) | Innovator | Active | Options Trading | $134M | 3,471,601 | 10.28% |
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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