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AMERICANA PARTNERS, LLC
CRD 301354 · SEC 801-115018
811 LOUISIANA STREET, SUITE 2420, HOUSTON, TX, 77002, United States
Phone
713-429-5552
Fax
832-944-5924
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.10B
Discretionary AUM
$6.98B
Team
86 total employees; 34 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 800 | $235.0M |
| High net worth individuals | 827 | $6.75B |
| Pooled investment vehicles | 9 | $93.7M |
| Pension/profit sharing plans | 56 | $28.4M |
| Charitable organizations | 68 | $1.58B |
| Corporations/business entities | 58 | $405.9M |
States served
AL, AK, AZ, AR, CA, CO, DE, GA, IL, LA, MI, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WV, MO, TX, NH, CT, FL, SD
All web addresses on file
- https://americanapartners.podbean.com
- https://podcasts.apple.com/us/podcast/americana-partners/id1496186853
- https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s&ved=0CAAQ4aUDahcKEwjYubvx
- https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF
- https://www.AmericanaPartners.com
- https://www.facebook.com/americanapartners/
- https://www.linkedin.com/company/americana-partners/
Official SEC filing: View on IAPD