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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Americana Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Americana Partners invest in?","answer":"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. 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