Americana Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 301354
· SEC file 801-115018
· Houston, TX
· americanapartners.podbean.com
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ADV data as of Apr 29, 2026
- Regulatory AUM
- $9.1B
- Discretionary
- $7.0B
- Clients
- 1,818
- Avg AUM / client
- $5.0M
- Accounts
- 6,991
- Employees
- 86
AUM over time
$0
$9.1B
Dec 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 800 | $235M | 2.58% |
| High net worth individuals | 827 | $6.8B | 74.2% |
| Pooled investment vehicles (non-investment companies) | 9 | $93.7M | 1.03% |
| Pension and profit sharing plans | 56 | $28.4M | 0.31% |
| Charitable organizations | 68 | $1.6B | 17.4% |
| Corporations and other businesses | 58 | $406M | 4.46% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $44.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Americana Jet Linx Partners, Lp feeder | Private Equity Fund | Texas | $20.5M | 10 |
| Americana Tb Discover Fund Iii, Lp feeder | Private Equity Fund | Delaware | $10.0M | 12 |
| Americana Tb Series 2022, Lp feeder | Private Equity Fund | Delaware | $6.8M | 42 |
| Americana Sg Credit Fund Ii, Lp feeder | Private Equity Fund | Delaware | $6.1M | 20 |
| Americana El Energy Transition Fund I, Lp feeder | Private Equity Fund | Delaware | $642K | 5 |
| Americana Lgp Series 2022, Lp feeder | Private Equity Fund | Delaware | $90.0K | 16 |
| Ap Private Markets 2024 Vintage Fund Lp feeder | Private Equity Fund | Delaware | $0 | 0 |
| Americana Big Flow Partners, Lp feeder | Private Equity Fund | Delaware | $0 | 0 |
| Americana Tb Series 2024 Lp feeder | Private Equity Fund | Delaware | $0 | 0 |
People (53)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Lawrence Fertitta | Ceo/Founding Partner | Apr 2019 (7y) | 10% – 25% | |
| Joshua John Caltrider | Managing Director, Founding Partner | Apr 2019 (7y) | 5% – 10% | |
| Robert Hall Wellington | Managing Director, Founding Partner | Apr 2019 (7y) | 5% – 10% | |
| William Darryl Busch | Managing Director/Founding Partner | Apr 2019 (7y) | 5% – 10% | |
| William Sheldon Busch | Managing Director, Founding Partner | CFP | Apr 2019 (7y) | Less than 5% |
| Alex Charles Zengo | Managing Director/Chief Compliance Officer | Sep 2020 (6y) | Less than 5% | |
| Ronald Ed Thacker | Managing Director/President | Mar 2021 (5y) | Less than 5% | |
| Robert Lee Stillwell | Chief Financial Officer | Mar 2022 (4y) | Less than 5% | |
| Johnathan Andrew Schnitzer | Registered representative | Apr 2019 (7y) | ||
| Michael Karl Mithoff | Registered representative | Aug 2019 (7y) | ||
| David Martin Darst | Registered representative | CFA | Aug 2019 (7y) | |
| Robert Logan Jones | Registered representative | Sep 2019 (7y) | ||
| Robert Cassin Muse | Registered representative | Nov 2019 (7y) | ||
| Michael Paul Schaufele | Registered representative | Aug 2020 (6y) | ||
| Lynne Russell | Registered representative | Jul 2021 (5y) | ||
| Joseph Cain Savery | Registered representative | Aug 2021 (5y) | ||
| Jean Pierre Malo | Registered representative | CFA | Aug 2021 (5y) | |
| Michelle Mc Kesson Holmes | Registered representative | Jan 2022 (5y) | ||
| Melissa Christine Giles | Registered representative | CFP | Jan 2022 (5y) | |
| Ben L. Davidson | Registered representative | Jan 2022 (5y) | ||
| Fatina Mckenzie Benjamin | Registered representative | Jan 2022 (5y) | ||
| Tracy Shannon Griffin | Registered representative | Jan 2022 (5y) | ||
| John Steven Piland | Registered representative | Apr 2022 (4y) | ||
| Tamara Ann Dupont | Registered representative | Nov 2022 (4y) | ||
| Amy Lawler Ogden | Registered representative | CFP | Feb 2023 (3y) | |
| Charles Lang Bailey Jr | Registered representative | Feb 2023 (3y) | ||
| James T Snelson | Registered representative | Feb 2023 (3y) | ||
| Phillip K Knight | Registered representative | CFP | Feb 2023 (3y) | |
| Nicholas M Perez | Registered representative | Jun 2023 (3y) | ||
| John Thomas Carlisle | Registered representative | Dec 2023 (3y) | ||
| Urte Zakarauskaite | Registered representative | Jan 2024 (3y) | ||
| Jake Carter Walton | Registered representative | Jan 2024 (3y) | ||
| Chad Lafate Clary | Registered representative | Jan 2024 (3y) | ||
| Jorge Suarez Velez | Registered representative | May 2024 (2y) | ||
| George W.P. Biggs | Registered representative | May 2024 (2y) | ||
| Elizabeth Jordan Rundgren | Registered representative | May 2024 (2y) | ||
| Javier Ignacio Altimari | Registered representative | CFP | Aug 2024 (2y) | |
| Maria Jose Barrientos | Registered representative | Aug 2024 (2y) | ||
| Brandyn Cole Kalani Moniz | Registered representative | Apr 2025 (1y) | ||
| Miles Ian Stackpool | Registered representative | Apr 2025 (1y) | ||
| John William Gutkowski | Registered representative | CFP | May 2025 (1y) | |
| Kayla Knox Sickman | Registered representative | May 2025 (1y) | ||
| M H P Moldawer | Registered representative | May 2025 (1y) | ||
| William Harger Carsey | Registered representative | May 2025 (1y) | ||
| Matthew Joseph Celenza | Registered representative | Jun 2025 (1y) | ||
| Mark St. Cyr Monroe | Registered representative | Jun 2025 (1y) | ||
| Franklin Ruben | Registered representative | Sep 2025 (1y) | ||
| Christopher Robin Brophy | Registered representative | CFP | Oct 2025 (1y) | |
| William Loyd Gray | Registered representative | Oct 2025 (1y) | ||
| Edward Matthew Mobbs | Registered representative | Mar 2026 (0y) | ||
| Matthew Aaron Nussbaum | Registered representative | CFA | Mar 2026 (0y) | |
| Jorge Luis Ambriz | Registered representative | Mar 2026 (0y) | ||
| Jeremy W Zoladz | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lowe Interest Lp | Passive Investor | Jun 2019 | A | 5% – 10% |
| Gpe Americana Lp | Passive Investor | Jun 2019 | A | 5% – 10% |
Undisclosed: 5% – 65% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $44.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Americana Jet Linx Partners, Lp | Private Equity Fund | $20.5M | $1.0M | 10 |
| Americana Tb Discover Fund Iii, Lp | Private Equity Fund | $10.0M | $250K | 12 |
| Americana Tb Series 2022, Lp | Private Equity Fund | $6.8M | $250K | 42 |
| Americana Sg Credit Fund Ii, Lp | Private Equity Fund | $6.1M | $250K | 20 |
| Americana El Energy Transition Fund I, Lp | Private Equity Fund | $642K | $250K | 5 |
| Americana Lgp Series 2022, Lp | Private Equity Fund | $90.0K | $250K | 16 |
| Ap Private Markets 2024 Vintage Fund Lp | Private Equity Fund | $0 | $250K | 0 |
| Americana Big Flow Partners, Lp | Private Equity Fund | $0 | $250K | 0 |
| Americana Tb Series 2024 Lp | Private Equity Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 2.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (18% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗