Americana Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 9 private funds.
Americana Partners reports 1,818 clients. They include 827 high-net-worth individuals, 800 individual clients and 68 charitable organizations. Of its assets, 76.7% ($6.98B across 3,995 accounts) are managed with discretion; $2.12B across 2,996 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 3% |
| High-net-worth individuals | 45% | 74% |
| Pooled investment vehicles | <1% | 1% |
| Pension and profit-sharing plans | 3% | <1% |
| Charitable organizations | 4% | 17% |
| Other client typesCorporations and other businesses | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 800 | $235M | 2.6% | $294K |
| High-net-worth individuals | 827 | $6.75B | 74.2% | $8.17M |
| Pooled investment vehicles | 9 | $93.7M | 1.0% | $10.4M |
| Pension and profit-sharing plans | 56 | $28.4M | 0.3% | $506K |
| Charitable organizations | 68 | $1.58B | 17.4% | $23.3M |
| Corporations and other businesses | 58 | $406M | 4.5% | $7M |
| Total | 1,818 | $9.1B | 100% | $5.01M |
- Clients
- 800
- Regulatory AUM
- $235M
- AUM share
- 2.6%
- Avg. per client
- $294K
- Clients
- 827
- Regulatory AUM
- $6.75B
- AUM share
- 74.2%
- Avg. per client
- $8.17M
- Clients
- 9
- Regulatory AUM
- $93.7M
- AUM share
- 1.0%
- Avg. per client
- $10.4M
- Clients
- 56
- Regulatory AUM
- $28.4M
- AUM share
- 0.3%
- Avg. per client
- $506K
- Clients
- 68
- Regulatory AUM
- $1.58B
- AUM share
- 17.4%
- Avg. per client
- $23.3M
- Clients
- 58
- Regulatory AUM
- $406M
- AUM share
- 4.5%
- Avg. per client
- $7M
Total
- Clients
- 1,818
- Regulatory AUM
- $9.1B
- AUM share
- 100%
- Avg. per client
- $5.01M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
- Financial planning clients last fiscal year
- 251–500
Americana Partners charges up to 2.00% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Accounting and Family-Office Services
- Accounting and family-office services are charged separately under the service agreement, at fixed, hourly or otherwise negotiated fees.
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a fixed fee from $2,500 up to $250,000 per year, or 0.05% to 0.50% a year for ongoing investment consulting, negotiable.
Americana Partners Holdings LLC owns 75% or more of Americana Partners and is in turn owned by LM Alamo Holdings LLC (50–75%) and Americana Participation, LLC (25–50%). Jason Fertitta is CEO; the leadership team includes President Ronald Thacker, Chief Operating Officer Robert Wellington and Chief Financial Officer Michael Mitchell. It has 86 employees, 34 of them in advisory roles.
Leadership
Jason FertittaChief Executive Officer/Founding Partner
Ronald ThackerPresident/Managing Director
Michael MitchellChief Financial Officer
Robert WellingtonFounding Partner/8/2024 Chief Operating Officer
Alex ZengoChief Compliance Officer/Managing Director
Melissa GilesChief Platform Officer
Investment adviser representatives
53 representatives listed in the SEC register as of 9 October 2026.
- Javier Ignacio Altimari
- Jorge Luis Ambriz
- Charles Lang Bailey JR JR
- Maria Jose Barrientos
- Fatina McKenzie Benjamin
- George W.P. Biggs
- Christopher Robin Brophy
- William Darryl Busch
- William Sheldon Busch
- Joshua John Caltrider
- John Thomas Carlisle
- William Harger Carsey
- Matthew Joseph Celenza
- Chad Lafate Clary
- David Martin Darst
- Ben L. Davidson
- Tamara Ann Dupont
- William Loyd Gray Jr.
- Tracy Shannon Griffin
- John William Gutkowski
- Michelle McKesson Holmes
- Robert Logan Jones
- Phillip K Knight
- Thomas Jay Kowalchuk
- Jean Pierre Malo
- Michael Karl Mithoff
- Edward Matthew Mobbs
- M H P Moldawer
- Brandyn Cole Kalani Moniz
- Mark St. Cyr Monroe
- Robert Cassin Muse
- Matthew Aaron Nussbaum
- Amy Lawler Ogden
- Nicholas M Perez
- John Steven Piland
- Elizabeth Jordan Rundgren
- Lynne Russell
- Joseph Cain Savery
- Michael Paul Schaufele
- Johnathan Andrew Schnitzer
- Kayla Knox Sickman
- James T Snelson
- Miles Ian Stackpool
- Robert Lee Stillwell JR.
- Jorge Suarez-Velez
- Jake Carter Walton
- Urte Zakarauskaite
- Jeremy W Zoladz
Staff
- 86 employees
- 34 in advisory functions
- 54 state-registered reps
- 14 broker-dealer reps
- 14 insurance agents
- Owns 75% or more of Americana Partners, LLC
Americana Partners Holdings LLC
Control person · since December 2024
- Owns 50% to 75% of Americana Partners Holdings LLC
LM Alamo Holdings LLC
Control person · since December 2024
- Owns 50% to 75% of LM Alamo Holdings LLC
Lovell Minnick Equity Partners VI LP
since December 2024
- Owns 25% to 50% of LM Alamo Holdings LLC
LM Alamo Investment Holdings Inc
since September 2024
- Owns 75% or more of LM Alamo Investment Holdings Inc
LM Alamo Holdings Intermediate LP
since September 2024
- Owns 75% or more of LM Alamo Holdings Intermediate LP
Lovell Minnick Equity Partners VI-A LP
since September 2024
Lovell Minnick Equity Advisors VI LP
General partner · since September 2024
Fund VI Ugp LLC
General partner · since June 2022
Lovell Minnick Partners LLC
Managing member · since December 2003
- Owns 25% to 50% of Americana Partners Holdings LLC
Americana Participation, LLC
Control person · since October 2024
- Owns 25% to 50% of Americana Participation, LLC
Jason Fertitta
Control person · since April 2019
Americana Partners’ regulatory assets grew 5.2× from $1.76B (July 2021) to $9.1B (September 2026); clients rose from 395 to 1,818 and employees from 23 to 86. Between 2021 and 2025, 2 advisory firms joined it. The largest by last filed assets were Ca Family Wealth (Boulevard Family Wealth) ($845M, April 2025, the most recent) and McMurrey Investment Advisors ($337M, May 2021).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $9.1B | 1,818 | 86 | 11 |
| June 2025 | $6.08B | 1,455 | 50 | 7 |
| July 2024 | $4.95B | 1,208 | 45 | 6 |
| June 2023 | $3.83B | 775 | 42 | 5 |
| April 2022 | $2.6B | 607 | 30 | 4 |
| July 2021 | $1.76B | 395 | 23 | 3 |
Firms that joined
20251 joined
- Ca Family Wealth (Boulevard Family Wealth)Last filed AUM $845M
20211 joined
- McMurrey Investment AdvisorsLast filed AUM $337M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Americana Partners has 10 offices (5 private residences, listed without an address), with 6 listed addresses in California and Texas.
Texas · 5 listed addresses
- 811 Louisiana Street, Suite 2420, HoustonHQ
- 200 East Grayson Street, San Antonio
- 8343 Douglas Ave, Dallas
- 6 Desta Drive, Suite 5950, Midland
- 6836 Bee Caves Road, Austin
California · 1 listed address
- 9355 Wilshire Boulevard, Beverly Hills
Other business names
Americana Partners has reported 1 other business name to the SEC.
- Americana Partners International, LLC
Contact and registration details
- Legal name
- Americana Partners, LLC
- Headquarters
- 811 Louisiana Street, Suite 2420, Houston, TX 77002
- Website
- americanapartners.com
- Phone
- 713-429-5552
- @americana-partners
- SEC file
- 801-115018
- Structure
- Delaware LLC
- Fiscal year end
- December
Americana Partners uses Charles Schwab ($1.62B) as custodian for its separately managed accounts. Americana Partners has custody of $4.09B in client assets for 1,177 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.62B100%
At year end, Americana Partners’ separately managed accounts were largely in stocks (44%) and funds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.44B across 596 positions; the largest are Apple Inc. (4.4%), Microsoft Corp. (4.4%) and Innovator ETFS Trust (3.0%).
What the accounts hold
- Stocks44%
- Funds25%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash11%
- Other14%
- Alternative investments/lp14%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $4.44B
- Reported 13F value
- 596
- Positions
- 26.2%
- In the 10 largest
- +15.3%
- Value vs. prior quarter
- Apple Inc.4.4%
- Microsoft Corp.4.4%
- Innovator ETFS Trust · Quity Managd Flr3.0%
- Nvidia Corporation2.2%
- Broadcom Inc.2.2%
- Enterprise Prods Partners L2.0%
- Alphabet Inc. · Cap Stk CL A2.0%
- Amazon Com Inc.2.0%
- iShares TR · Rus 1000 Grw ETF2.0%
- iShares TR · Trust Ishare 0-11.9%
Together, the ten largest are 26.2% of reported value.
How many clients does Americana Partners have?
Americana Partners has 1,818 clients and manages $9.1 billion for them, as of September 2026. They include 827 high-net-worth individuals, 800 individual clients and 68 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Americana Partners offer?
Americana Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Americana Partners charge?
Americana Partners charges up to 2.00% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC, filed 27 March 2026
Which custodians does Americana Partners use?
Americana Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.62B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Americana Partners have?
Americana Partners has 54 investment adviser representatives registered with state securities authorities, out of 86 employees, and 34 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Americana Partners invest in?
At the end of its last fiscal year, Americana Partners’ separately managed accounts held 44% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 14% other, 11% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds. The 14% other category is described as: Alternative Investments/LP. It advises 9 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Americana Partners?
Americana Partners is owned through a chain of holding companies by Lovell Minnick Equity Partners VI LP, Lovell Minnick Equity Partners VI-A LP and Jason Fertitta. Its direct owner is Americana Partners Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Americana Partners get paid?
Americana Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Americana Partners registered with the SEC?
Yes, Americana Partners has been registered with the SEC as an investment adviser since 17 April 2019. Its CRD number is 301354 and its SEC file number is 801-115018.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact Americana Partners?
Americana Partners’ main office is at 811 Louisiana Street, Suite 2420, Houston, TX 77002. Its phone number is 713-429-5552. Its website is americanapartners.com.