AdFi
AP

AMERICANA PARTNERS, LLC

SEC Registered
HOUSTON, TXhttps://americanapartners.podbean.com713-429-5552
Assets Under Management
$5B–$25B
Employees
86
Office Locations
4 offices
Total Accounts
6991

About the firm

Americana Partners LLC is an SEC-registered investment adviser. The firm produces a financial podcast hosted by Melissa Giles, based on the market views and special reports of David M. Darst, Chief Investment Officer, covering monthly market commentary, economic conditions, investment strategy, and asset allocation themes.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal

Areas of expertise

Market CommentaryInvestment StrategyAsset AllocationPortfolio StrategyEconomic OutlookWealth ManagementLong-term Investing

Services

Market commentary, economic outlook, investment strategy, asset allocation themes, wealth management insight, and portfolio positioning, delivered via a financial podcast and written reports.

Private funds / alternatives
Private Equity

Who they serve

Investors, clients, and market-focused listeners who want clear perspective on the economy, investing, and portfolio strategy.

Client segmentClientsAssets managed
Individuals (Non-HNW)800$235M
High Net Worth Individuals827$6.8B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans9$94M
Charitable Organizations56$28M
State/Municipal Entities68
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Jason Lawrence Fertitta
PRESIDENT, PARTNER
Robert Hall Wellington
PARTNER AND CHIEF FINANCIAL OFFICER
William Sheldon Busch
PARTNER AND MANAGING DIRECTOR
William Darryl Busch
PARTNER AND SENIOR MANAGING DIRECTOR
Joshua John Caltrider
PARTNER AND MANAGING DIRECTOR
Alex Charles Zengo
CHIEF COMPLIANCE OFFICER

Office locations

4 offices in 1 state
TX
HOUSTONHQ
TX
DALLAS
TX
MIDLAND
TX
AUSTIN

Advisors at this firm

53 advisors in the directory

Javier Ignacio Altimari
Investment Adviser Representative
Dual-registered
Jorge Luis Ambriz
Investment Adviser Representative
Dual-registered
Charles Lang Bailey Jr
Investment Adviser Representative
Dual-registered
Maria Jose Barrientos
Investment Adviser Representative
Dual-registered
Fatina McKenzie Benjamin
Investment Adviser Representative
Dual-registered
George W.p. Biggs
Investment Adviser Representative
Dual-registered
Christopher Robin Brophy
Investment Adviser Representative
Dual-registered
William Darryl Busch
Investment Adviser Representative
Dual-registered
William Sheldon Busch
Investment Adviser Representative
Dual-registered
Joshua John Caltrider
Investment Adviser Representative
Dual-registered
John Thomas Carlisle
Investment Adviser Representative
Dual-registered
William Harger Carsey
Investment Adviser Representative
Dual-registered
Matthew Joseph Celenza
Investment Adviser Representative
Dual-registered
Chad Lafate Clary
Investment Adviser Representative
Dual-registered
David Martin Darst
Investment Adviser Representative
Investment Adviser Rep
Ben L. Davidson
Investment Adviser Representative
Investment Adviser Rep
Tamara Ann Dupont
Investment Adviser Representative
Dual-registered
Jason Lawrence Fertitta
Investment Adviser Representative
Dual-registered
Melissa Christine Giles
Investment Adviser Representative
Dual-registered
William Loyd Gray Jr.
Investment Adviser Representative
Dual-registered
Tracy Shannon Griffin
Investment Adviser Representative
Dual-registered
John William Gutkowski
Investment Adviser Representative
Dual-registered
Michelle McKesson Holmes
Investment Adviser Representative
Dual-registered
Robert Logan Jones
Investment Adviser Representative
Dual-registered
Phillip K Knight
Investment Adviser Representative
Dual-registered
Jean Pierre Malo
Investment Adviser Representative
Investment Adviser Rep
Michael Karl Mithoff
Investment Adviser Representative
Dual-registered
Edward Matthew Mobbs
Investment Adviser Representative
Dual-registered
M H P Moldawer
Investment Adviser Representative
Dual-registered
Brandyn Cole Kalani Moniz
Investment Adviser Representative
Investment Adviser Rep
Mark St. Cyr Monroe
Investment Adviser Representative
Dual-registered
Robert Cassin Muse
Investment Adviser Representative
Dual-registered
Matthew Aaron Nussbaum
Investment Adviser Representative
Investment Adviser Rep
Amy Lawler Ogden
Investment Adviser Representative
Dual-registered
Nicholas M Perez
Investment Adviser Representative
Dual-registered
John Steven Piland
Investment Adviser Representative
Dual-registered
Franklin Ruben
Investment Adviser Representative
Dual-registered
Elizabeth Jordan Rundgren
Investment Adviser Representative
Dual-registered
Lynne Russell
Investment Adviser Representative
Dual-registered
Joseph Cain Savery
Investment Adviser Representative
Dual-registered
Michael Paul Schaufele
Investment Adviser Representative
Dual-registered
Johnathan Andrew Schnitzer
Investment Adviser Representative
Dual-registered
Kayla Knox Sickman
Investment Adviser Representative
Dual-registered
James T Snelson
Investment Adviser Representative
Dual-registered
Miles Ian Stackpool
Investment Adviser Representative
Investment Adviser Rep
Robert Lee Stillwell
Investment Adviser Representative
Dual-registered
Jorge Suarez-Velez
Investment Adviser Representative
Dual-registered
Ronald Ed Thacker
Investment Adviser Representative
Dual-registered
Jake Carter Walton
Investment Adviser Representative
Dual-registered
Robert Hall Wellington
Investment Adviser Representative
Dual-registered
Urte Zakarauskaite
Investment Adviser Representative
Investment Adviser Rep
Alex Charles Zengo
Investment Adviser Representative
Dual-registered
Jeremy W Zoladz
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#301354
SEC Number
801-115018
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMERICANA PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

AMERICANA PARTNERS, LLC in HOUSTON, TX | AdvisorFinder