Americana Partners, LLC

RIASEC Registered

Total AUM

$9.1B

Discretionary

$7B

77% of AUM

Avg account

$1.3M

Accounts

6,991

Employees

Advisory reps

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

FINTRX

Overview

Americana Partners, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional investors and operates as a capital allocator that can select and place capital with third‑party managers. Advisory services include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and the selection of other advisers. The firm also engages in activities as an accountant and participates as an insurance company sponsor, general partner, or managing member of pooled vehicles. Americana Partners charges fee arrangements that include percentage‑of‑AUM and fixed fees and does not position itself as an active ESG investor. Americana Partners has received several industry recognitions: placement on Forbes’ lists of top RIA firms in 2022, 2023 and 2024, and inclusion on AdvisorHub’s “50 RIA Firms to Watch” in 2026.