AP
AMERICANA PARTNERS, LLC
SEC RegisteredHOUSTON, TXhttps://americanapartners.podbean.com713-429-5552
Assets Under Management
$5B–$25B
Employees
86
Office Locations
6 offices
Total Accounts
6991
About the firm
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
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 800 | $235M |
| High Net Worth Individuals | 827 | $6.8B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 9 | $94M |
| Charitable Organizations | 56 | $28M |
| State/Municipal Entities | 68 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $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
6 offices in 1 state
TX
HOUSTONHQ
TX
DALLAS
TX
MIDLAND
TX
AUSTIN
Advisors at this firm
51 advisors in the directory
Javier Ignacio Altimari
Investment Adviser Representative
Jorge Luis Ambriz
Investment Adviser Representative
Charles Lang Bailey Jr
Investment Adviser Representative
Maria Jose Barrientos
Investment Adviser Representative
Fatina McKenzie Benjamin
Investment Adviser Representative
George W.p. Biggs
Investment Adviser Representative
William Darryl Busch
Investment Adviser Representative
William Sheldon Busch
Investment Adviser Representative
Joshua John Caltrider
Investment Adviser Representative
John Thomas Carlisle
Investment Adviser Representative
William Harger Carsey
Investment Adviser Representative
Matthew Joseph Celenza
Investment Adviser Representative
Chad Lafate Clary
Investment Adviser Representative
David Martin Darst
Investment Adviser Representative
Ben L. Davidson
Investment Adviser Representative
Tamara Ann Dupont
Investment Adviser Representative
Jason Lawrence Fertitta
Investment Adviser Representative
Melissa Christine Giles
Investment Adviser Representative
Tracy Shannon Griffin
Investment Adviser Representative
John William Gutkowski
Investment Adviser Representative
Michelle McKesson Holmes
Investment Adviser Representative
Robert Logan Jones
Investment Adviser Representative
Phillip K Knight
Investment Adviser Representative
Jean Pierre Malo
Investment Adviser Representative
Michael Karl Mithoff
Investment Adviser Representative
Edward Matthew Mobbs
Investment Adviser Representative
M H P Moldawer
Investment Adviser Representative
Brandyn Cole Kalani Moniz
Investment Adviser Representative
Mark St. Cyr Monroe
Investment Adviser Representative
Robert Cassin Muse
Investment Adviser Representative
Matthew Aaron Nussbaum
Investment Adviser Representative
Amy Lawler Ogden
Investment Adviser Representative
Nicholas M Perez
Investment Adviser Representative
John Steven Piland
Investment Adviser Representative
Franklin Ruben
Investment Adviser Representative
Elizabeth Jordan Rundgren
Investment Adviser Representative
Lynne Russell
Investment Adviser Representative
Joseph Cain Savery
Investment Adviser Representative
Michael Paul Schaufele
Investment Adviser Representative
Johnathan Andrew Schnitzer
Investment Adviser Representative
Kayla Knox Sickman
Investment Adviser Representative
James T Snelson
Investment Adviser Representative
Miles Ian Stackpool
Investment Adviser Representative
Robert Lee Stillwell
Investment Adviser Representative
Jorge Suarez-Velez
Investment Adviser Representative
Ronald Ed Thacker
Investment Adviser Representative
Jake Carter Walton
Investment Adviser Representative
Robert Hall Wellington
Investment Adviser Representative
Urte Zakarauskaite
Investment Adviser Representative
Alex Charles Zengo
Investment Adviser Representative
Jeremy W Zoladz
Investment Adviser Representative
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
Phone
713-429-5552Find an advisor that fits
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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.