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Michael Mitchell, portrait

Michael Mitchell

Chief Financial Officer at Americana Partners

Firm officerUpdated

Michael Mitchell has been Chief Financial Officer of Americana Partners, LLC, a Houston, TX investment adviser managing $9.1B, since March 2026.

2026
In role since
$9.1B
Firm AUM
1,818
Firm clients
34
Firm advisers

From Form ADV filed 28 September 2026Form ADV

Career

Michael Mitchell is not listed as a control person, but directly owns under 5% of Americana Partners. Michael Mitchell holds a Master of Business Administration from Florida State University and a Bachelor of Science in Finance from Florida State University.

Americana Partners is an investment adviser based in Houston, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $9.1 billion, as filed on 28 September 2026. Its fees, ownership and offices are on the firm’s profile.

Mike Mitchell is Chief Financial Officer of Americana Partners, where he provides financial leadership across the organization and oversees the firm's capital strategy, financial operations, and long-term growth initiatives. Before joining Americana Partners, he was Chief Financial Officer of Merit Financial Advisors. He has also held leadership roles with several Fortune 500 companies, including Toyota Financial Services, Wachovia Bank, and AT&T.

Key facts

CRD
7676551
Firm
Americana Partners · CRD 301354
Role
Chief Financial Officer
In role since
March 2026 · under a year
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Houston, TX
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Mitchell work?

Michael Mitchell has been Chief Financial Officer of Americana Partners, LLC since March 2026.

Source: Form ADV, Schedule A, filed 28 September 2026

How can I verify Michael Mitchell’s record?

Michael Mitchell’s role is listed on Americana Partners, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 301354.

Source: Form ADV, Schedule A, filed 28 September 2026

Leadership at Americana Partners

Sources

  1. IAPD individual lookup, CRD 7676551, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Americana Partners, LLC, filed 28 September 2026. Title, control and ownership bands.
  3. Americana Partners team page. Biography, education, credentials, awards and the portrait, reproduced for identification.