# Americana Partners, LLC

> 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.

- CRD: 301354
- Filed as: AMERICANA PARTNERS, LLC
- Also doing business as: AMERICANA PARTNERS INTERNATIONAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301354
- AdvisorCensus page: https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354

## Quick answers

**How is Americana Partners, LLC compensated?**
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.

**Where is Americana Partners, LLC located?**
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).

**Is Americana Partners, LLC registered with the SEC or a state?**
Americana Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301354.

**How much does Americana Partners, LLC manage?**
Americana Partners, LLC reports $9,101,689,133 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (77% discretionary).

**How have Americana Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Americana Partners, LLC serve?**
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).

**Which custodians does Americana Partners, LLC use?**
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.

**Does Americana Partners, LLC report any disciplinary disclosures?**
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

**What changed in Americana Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in DE, PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,101,689,133
- Discretionary: $6,980,506,076
- Non-discretionary: $2,121,183,057

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 800 | $234,970,901 |
| High net worth individuals | 827 | $6,754,852,529 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $93,735,771 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 56 | $28,361,797 |
| Charitable organizations | 68 | $1,583,828,230 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 58 | $405,939,905 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 86 total, 34 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Beverly Hills, CA
- Dallas, TX
- Midland, TX
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- americanapartners.com
- americanapartners.podbean.com
- open.spotify.com/show/3rX19ND89pwEob9efsFNNF
- podcasts.apple.com/us/podcast/americana-partners/id1496186853
- podcasts.google.com
- Facebook @americanapartners
- LinkedIn @americana-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,756,333,172 | 23 | September 8, 2021 |
| October 2022 | $2,597,106,338 | 30 | September 21, 2022 |
| October 2023 | $3,832,019,871 | 42 | September 21, 2023 |
| October 2024 | $4,945,711,483 | 45 | September 4, 2024 |
| October 2025 | $6,082,612,320 | 50 | June 26, 2025 |
| October 2026 | $9,101,689,133 | 86 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in DE, PA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

### December 2025
- Registered or notice-filed in MI, NH, NJ, SC, SD.

### November 2025
- Changed its office addresses in Dallas, TX.
- Added an office in San Antonio, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Americana Partners, LLC (CRD 301354): Form ADV filing data as of October 2026.