Wealth manager, independent · Houston, TX
Americana Partners, LLC
SEC-registered investment adviser · CRD 301354 · SEC 801-115018
At a glance
Americana Partners, LLC is an SEC-registered investment adviser based in Houston, Texas, with $9.1B in regulatory assets under management as of its Form ADV filed September 28, 2026. It reports 1,627 individual clients, 827 of them high-net-worth, holding an average of about $4.3 million each, and 86 employees. That ranks it 112th among the nation’s 5,657 independent wealth management RIAs and 6th of 367 in Texas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 713-429-5552americanapartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.1B
- Rank among independent wealth managers
- #112 of 5,657
- Rank among all SEC RIAs
- #1,459 of 17,210
- Rank in Texas
- #6 of 367
- Individual clients
- 1,627
- High-net-worth clients
- 827
- Accounts
- 6,991
- Discretionary
- 77% of AUM
- Employees
- 86
- Advisory staff
- 34
- Offices
- 11
Owners and executives on its Form ADV
- Jason L. FertittaChief Executive Officer/founding Partner
- Alex C. ZengoChief Compliance Officer/managing Director
- Ronald E. ThackerPresident/managing Director
- Michael K. MitchellChief Financial Officer
- Melissa C. GilesChief Platform Officer
- Robert H. WellingtonFounding Partner/8/2024 Chief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Americana Partners, LLC is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Saxony Securities as the broker-dealer its advisers are registered with.
Under this arrangement, the Firm's Supervised Persons, in their individual capacities as registered representatives of Saxony Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 827 | $6.8B | 74% |
| Charitable organizations | 68 | $1.6B | 17% |
| Corporations or other businesses | 58 | $406M | 4% |
| Individuals | 800 | $235M | 3% |
| Pooled investment vehicles | 9 | $94M | 1% |
| Pension and profit sharing plans | 56 | $28M | <1% |
Private funds
Americana Partners, LLC reports 9 private funds with $73M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Americana Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗americanapartners.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| United Capital Financial AdvisorsIrving | $25B | 24,837 |
| Kestra Private Wealth Services, LLCAustin | $13B | 19,977 |
| Hub Investment Partners, LLCAustin | $12B | 5,446 |
| Sendero Wealth Management, LLCSAN Antonio | $6.5B | 331 |
| Integrated Advisors Network LLCDallas | $5.5B | 7,363 |
| Bluespring Wealth Management, LLCAustin | $5.4B | 3,167 |
Background
Questions
How much does Americana Partners, LLC manage?
Americana Partners, LLC reports $9.1B in regulatory assets under management across 6,991 accounts, 77% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
How many clients does Americana Partners, LLC have?
It reports 1,627 individual clients: 827 high-net-worth individuals and 800 other individuals. Individuals account for about 77% of its regulatory assets.
Where is Americana Partners, LLC headquartered?
Its main office is in Houston, Texas. It reports 11 offices in total and 86 employees, 34 of whom perform investment advisory functions.
How does Americana Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Americana Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 28, 2026, it reports these amounts held: Charles Schwab ($1.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Americana Partners, LLC a hybrid RIA with a broker-dealer?
Americana Partners, LLC is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Americana Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Americana Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 14 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Americana Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →