{
  "crd_number": 301354,
  "slug": "americana-partners-llc-houston-tx-301354",
  "primary_business_name": "AMERICANA PARTNERS, LLC",
  "legal_name": "AMERICANA PARTNERS, LLC",
  "dbas": [
    "AMERICANA PARTNERS INTERNATIONAL, LLC"
  ],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-04-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 9101689133.0,
  "raum_discretionary": 6980506076.0,
  "raum_non_discretionary": 2121183057.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 86,
  "advisory_employees": 34,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1583828230.0,
      "count": 68
    },
    "individuals": {
      "raum": 234970901.0,
      "count": 800
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 28361797.0,
      "count": 56
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 6754852529.0,
      "count": 827
    },
    "pooled_investment_vehicles": {
      "raum": 93735771.0,
      "count": 9
    },
    "corporations_other_businesses": {
      "raum": 405939905.0,
      "count": 58
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://americanapartners.com",
    "https://americanapartners.podbean.com",
    "https://facebook.com/americanapartners",
    "https://linkedin.com/company/americana-partners",
    "https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF",
    "https://podcasts.apple.com/us/podcast/americana-partners/id1496186853",
    "https://podcasts.google.com?feed=aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s&ved=0CAAQ4aUDahcKEwjYubvx"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301354",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354",
  "display_name": "Americana Partners, LLC",
  "summary": "Americana Partners, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Americana Partners, LLC (CRD 301354): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Americana Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Americana Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Americana Partners, LLC located?",
      "a": "Americana Partners, LLC's principal office is in Houston, TX, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Americana Partners, LLC registered with the SEC or a state?",
      "a": "Americana Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301354."
    },
    {
      "q": "How much does Americana Partners, LLC manage?",
      "a": "Americana Partners, LLC reports $9,101,689,133 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (77% discretionary)."
    },
    {
      "q": "How have Americana Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Americana Partners, LLC: Regulatory assets under management: $1,756,333,172 in the October 2021 data and $9,101,689,133 in the October 2026 data, up 418%. Total employees: 23 in October 2021 and 86 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Americana Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (827); individuals (other than high net worth individuals) (800); charitable organizations (68)."
    },
    {
      "q": "Which custodians does Americana Partners, LLC use?",
      "a": "Americana Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Americana Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301354"
    },
    {
      "q": "What changed in Americana Partners, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in DE, PA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1756333172.0,
      "total_employees": 23,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2597106338.0,
      "total_employees": 30,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3832019871.0,
      "total_employees": 42,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4945711483.0,
      "total_employees": 45,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6082612320.0,
      "total_employees": 50,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9101689133.0,
      "total_employees": 86,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in DE, PA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 26 to 34.",
        "Regulatory assets under management went from $6,082,612,320 to $9,101,689,133 (+50%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MI, NH, NJ, SC, SD."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Changed its office addresses in Dallas, TX.",
        "Added an office in San Antonio, TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 800,
      "fewer_than_5": false,
      "raum": 234970901.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 827,
      "fewer_than_5": false,
      "raum": 6754852529.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 93735771.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 28361797.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 68,
      "fewer_than_5": false,
      "raum": 1583828230.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 58,
      "fewer_than_5": false,
      "raum": 405939905.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301354",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}