SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Americana Partners, LLC
Houston, TX
CRD 301354
Firm filing updated September 28, 2026 ·
- $9.1BAssets
- 1,818Clients
- 34Advisory staff
- 6,991Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals827
- Individuals800
- Charities68
- Corporations or other businesses58
- Pension and profit sharing plans56
- and 1 more9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 800 | $235.0 million |
| High net worth individuals | 827 | $6.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $93.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 56 | $28.4 million |
| Charitable organizations | 68 | $1.6 billion |
| Corporations or other businesses not listed above | 58 | $405.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$9.1 billion
- Accounts6,991
- Discretionary$7.0 billion · 3,995 accounts
- Non-discretionary$2.1 billion · 2,996 accounts
People
- Employees86
- Advisory staff34
- Broker-dealer reps14
- Licensed insurance agents14
- Planning clients251 to 500
Advisors
26 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 301354, SEC file 801-115018.
- Registered with the SEC as an investment advisor (status date on record: April 17, 2019).
Is Americana Partners, LLC a fiduciary?
Short answer: Americana Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 14 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
14 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.