DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Americana Partners, LLC
Latest filing Apr 29, 2026
First filing on the tape Mar 18, 2019 · 51 filings
SEC status approved since Apr 17, 2019
RAUM
$9.1B
reported, Item 5.F
Discretionary
77%
of RAUM
Private clients
77%
$7.0B individuals and HNW
Advisors
53
registered through the firm on IAPD
RAUM per advisor
$172M
derived; firm RAUM over IAPD count
Employees
86
34 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
9
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$9.1B as of Apr 29, 2026
Mar 30, 2020$2.0B then
HNW client RAUM$6.8B as of Apr 29, 2026
Mar 30, 2020$1.1B then
State-registered IARs (5.B.3)54 as of Apr 29, 2026
Mar 30, 202013 then
Employees (5.A)86 as of Apr 29, 2026
Mar 30, 202019 then
Private funds9 as of Apr 29, 2026
Mar 31, 20212 then
RAUM +50% over the last fiscal year+33% a year over threeIARs 43 to 54offices 5 to 11
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $172MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.2MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 77%derivedof RAUM
- Institutional
- 18%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 4.4derived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +50%derivedbetween the last two annual amendments
- Advisor growth, one year
- +26%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $4.1B, 1,177 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$6.8B74%
- Charitable organizations$1.6B17%
- Corporations and businesses$406M4.5%
- Individuals$235M2.6%
- Pooled investment vehicles$93.7M1.0%
- Pension and profit-sharing plans$28.4M0.3%
- Individual clients
- 800reported
- HNW clients
- 827reported
- Pension plan clients
- 56reported
- Charitable clients
- 68reported
- Accounts
- 6,991reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.1B for 1,177 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.77 fund_share=0.01 institutional_share=0.18 related_bd=false related_bank=false bd_reps=14.0derived
Advisors registered through the firm
53 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| William Sheldon BuschCertified Financial Planner | Dallas, Tx | Apr 26, 2019 | 17 y | 3 |
| Johnathan Andrew Schnitzer | Houston, Tx | Apr 26, 2019 | 12 y | 1 |
| Jason Lawrence Fertitta | Houston, Tx | Apr 26, 2019 | 24 y | 3 |
| Robert Hall Wellington | Houston, Tx | Apr 26, 2019 | 18 y | 2 |
| Joshua John Caltrider | Dallas, Tx | Apr 26, 2019 | 14 y | 1 |
| William Darryl Busch | Austin, Tx | May 31, 2019 | 30 y | 4 |
| Michael Karl Mithoff | Houston, Tx | Aug 2, 2019 | 18 y | 5 |
| David Martin DarstChartered Financial Analyst | Houston, Tx | Aug 29, 2019 | 30 y | 0 |
| Robert Logan Jones | Houston, Tx | Sep 27, 2019 | 17 y | 3 |
| Robert Cassin Muse | Houston, Tx | Nov 16, 2019 | 29 y | 0 |
| Michael Paul Schaufele | Dallas, Tx | Aug 24, 2020 | 11 y | 0 |
| Alex Charles Zengo | Houston, Tx | Sep 15, 2020 | 24 y | 2 |
| Ronald Ed Thacker | Austin, Tx | Mar 31, 2021 | 40 y | 3 |
| Lynne Russell | Houston, Tx | Jul 6, 2021 | 25 y | 2 |
| Joseph Cain Savery | Houston, Tx | Aug 9, 2021 | 11 y | 1 |
| Jean Pierre MaloChartered Financial Analyst | Houston, Tx | Aug 17, 2021 | 35 y | 3 |
| Michelle Mckesson Holmes | Houston, Tx | Jan 3, 2022 | 19 y | 5 |
| Melissa Christine GilesCertified Financial Planner | Houston, Tx | Jan 10, 2022 | 18 y | 2 |
| Ben L. Davidson | Houston, Tx | Jan 14, 2022 | 11 y | 0 |
| Fatina Mckenzie Benjamin | Houston, Tx | Jan 18, 2022 | 19 y | 3 |
| Tracy Shannon Griffin | Houston, Tx | Jan 18, 2022 | 30 y | 3 |
| Robert Lee Stillwell | Houston, Tx | Mar 5, 2022 | 17 y | 0 |
| John Steven Piland | Houston, Tx | Apr 25, 2022 | 45 y | 6 |
| Tamara Ann Dupont | Houston, Tx | Nov 9, 2022 | 21 y | 6 |
| Amy Lawler OgdenCertified Financial Planner | Midland, Tx | Feb 24, 2023 | 10 y | 1 |
| Charles Lang Bailey Jr | Houston, Tx | Feb 24, 2023 | 16 y | 2 |
| James T Snelson | Midland, Tx | Feb 24, 2023 | 13 y | 1 |
| Phillip K KnightCertified Financial Planner | Midland, Tx | Feb 24, 2023 | 19 y | 4 |
| Nicholas M Perez | Midland, Tx | Jun 14, 2023 | 13 y | 2 |
| John Thomas Carlisle | Dallas, Tx | Dec 19, 2023 | 32 y | 0 |
| Urte Zakarauskaite | Houston, Tx | Jan 22, 2024 | 11 y | 0 |
| Jake Carter Walton | Midland, Tx | Jan 26, 2024 | 12 y | 1 |
| Chad Lafate Clary | Midland, Tx | Jan 31, 2024 | 28 y | 2 |
| Jorge Suarez-Velez | Houston, Tx | May 6, 2024 | 21 y | 1 |
| George W.P. Biggs | Houston, Tx | May 24, 2024 | 22 y | 3 |
| Elizabeth Jordan Rundgren | Houston, Tx | May 28, 2024 | 17 y | 1 |
| Javier Ignacio AltimariCertified Financial Planner | Houston, Tx | Aug 23, 2024 | 14 y | 3 |
| Maria Jose Barrientos | Houston, Tx | Aug 26, 2024 | 15 y | 4 |
| Brandyn Cole Kalani Moniz | Beverly Hills, Ca | Apr 25, 2025 | 10 y | 1 |
| Miles Ian Stackpool | Houston, Tx | Apr 26, 2025 | 10 y | 2 |
Advisor movement
1 left, 6 joined in 12 months
net +5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 1.9% of current headcount4 left over 36 months
Left, latest
- Allen Sabanovic to Morgan StanleyMay 11, 2026 · RIA to wirehouse
- Shannon Kathleen Mclaughlin to Ashton Thomas Private WealthJul 15, 2025 · RIA to RIA
- David Samuel Warhoftig to Hightower Advisors, LLCApr 17, 2025 · RIA to affiliated broker-dealer or bank
- Madison Day Broyles to Astra Wealth Management GroupDec 13, 2023 · RIA to RIA
- Tomiko Reyelle Arthur to Sovereign Wealth Advisors LLCSep 13, 2022 · RIA to RIA
Joined, latest
- Jeremy W Zoladz from Dynasty Wealth Management, LLCMay 12, 2026 · Other
- Jorge Luis Ambriz from L & S Advisors, IncMar 10, 2026 · RIA to RIA
- Matthew Aaron Nussbaum from L & S Advisors, IncMar 5, 2026 · RIA to RIA
- Edward Matthew Mobbs from Advisory Services NetworkMar 4, 2026 · RIA to RIA
- Christopher Robin Brophy from Goodpasture GrayOct 3, 2025 · RIA to RIA
- William Loyd Gray from Goodpasture GrayOct 3, 2025 · RIA to RIA
- Mark St. Cyr Monroe from Morgan StanleyJun 27, 2025 · Wirehouse to independent RIA
- Matthew Joseph Celenza from Boulevard Family Wealth Services, LLCJun 11, 2025 · RIA to RIA
- Kayla Knox Sickman from Morgan StanleyMay 2, 2025 · Wirehouse to independent RIA
- William Harger Carsey from Morgan StanleyMay 2, 2025 · Wirehouse to independent RIA
- M H P Moldawer from Morgan StanleyMay 2, 2025 · Wirehouse to independent RIA
- John William Gutkowski from Morgan StanleyMay 2, 2025 · Wirehouse to independent RIA
- Miles Ian Stackpool from Boulevard Family Wealth Services, LLCApr 26, 2025 · RIA to RIA
- Shannon Kathleen Mclaughlin from Boulevard Family Wealth Services, LLCApr 25, 2025 · RIA to RIA
- Brandyn Cole Kalani Moniz from Boulevard Family WealthApr 25, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from L & S Advisors, IncMar 5, 2026 · Los Angeles, Ca
- 4 joined from Morgan StanleyMay 16, 2025 · Houston, Tx
- 3 joined from Boulevard Family Wealth Services, LLCAug 14, 2024 · Beverly Hills, Ca · Firm absorbed
- 5 joined from Morgan StanleyFeb 28, 2023 · Midland, Tx
- 2 joined from Avalon Investment & AdvisoryAug 3, 2021 · Houston, Tx
- 9 joined from Morgan StanleyMay 6, 2019 · Houston, Tx
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Americana - Jet Linx Partners, LP | Private Equity Fund | $23.2M | 10 | Sep 21, 2023 |
| Americana - Tb Series 2022, LP | Private Equity Fund | $20.5M | 42 | Feb 10, 2022 |
| Americana - Tb Discover Fund III, LP | Private Equity Fund | $13.5M | 12 | Oct 29, 2020 |
| Americana - Sg Credit Fund II, LP | Private Equity Fund | $11.6M | 20 | Jun 9, 2021 |
| Americana - Lgp Series 2022, LP | Private Equity Fund | $4.5M | 16 | Mar 23, 2023 |
| Americana - El Energy Transition Fund I, LP | Private Equity Fund | $271,322 | 5 | Oct 29, 2020 |
| Americana - Tb Series 2024 LP | Private Equity Fund | $0 | 0 | Jul 30, 2024 |
| Ap Private Markets 2024 Vintage Fund LPno longer reported | Private Equity Fund | $0 | 0 | Jul 30, 2024 |
| Ap- Bakken, LP | $0 | 6 | Apr 29, 2026 | |
| Americana - Big Flow Partners, LPno longer reported | Private Equity Fund | $0 | 0 | Jul 30, 2024 |
| Ap Private Markets 2024 Vintage Fund LP | $0 | 0 | Apr 29, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Darryl William Busch · Managing Director/Founding Partnercontrolsince 04/2019 · owns 5% to 10%
- Sheldon William Busch · Managing Director, Founding Partnercontrolsince 04/2019 · owns less than 5%
- John Joshua Caltrider · Managing Director, Founding Partnercontrolsince 04/2019 · owns 5% to 10%
- Lawrence Jason Fertitta · Chief Executive Officer/Founding Partnercontrolsince 04/2019 · owns less than 5%
- Lee Robert Stillwell · Chief Financial Officercontrolsince 07/2024 · owns less than 5%
- Hall Robert Wellington · Founding Partner/8/2024 Chief Operating Officercontrolsince 04/2019 · owns less than 5%
- Charles Alex Zengo · Chief Compliance Officer/Managing Directorcontrolsince 09/2020 · owns less than 5%
- Christine Melissa Giles · Chief Platform Officersince 03/2026 · owns less than 5%
- Kevin Michael Mitchell · Chief Financial Officersince 03/2026 · owns less than 5%
- Ed Ronald Thacker · President/Managing Directorsince 03/2021 · owns less than 5%
Entity owners
- Americana Partners Holdings LLC · Memberdirect · owns 75% or more
- Gpe-Americana LP · Passive Investordirect · owns 5% to 10%
- Lowe Interest LP · Passive Investordirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Americana Partners Planning Strategiesreal estatey
- Americana Pe Gp, LLCpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 53 | 7 | 0 | ||
| Midland, Tx | 8 | 0 | 0 | ||
| Beverly Hills, Ca | 6 | 3 | 0 | ||
| Dallas, Tx | 5 | 0 | 1 | ||
| Austin, Tx | 4 | 0 | 0 | ||
| Nashville, Tn | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Midland, TX5 employees
- Dallas, TX4 employees
- Austin, TX1 employees
- , 1 employees
ADV anomalies
8 against comparable advisers; where to look, not conclusions
- growth on all axesCombination · filing Apr 29, 2026RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $6,082,612,320 to $9,101,689,133, advisors 43 to 54, private clients 1304 to 1627, offices 5 to 11 (2025-03-27 to 2026-04-29)peers: independent wealth managers, $5B to $20B (289)
- new owner headcount expandsCombination · filing Apr 29, 2026AMERICANA PARTNERS HOLDINGS LLC joined Schedule A on the filing of 2026-04-29; advisors 43.0 to 54.0 between the annual amendments of 2025-03-27 and 2026-04-29peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 29, 2026BUSCH, WILLIAM, DARRYL (MANAGING DIRECTOR/FOUNDING PARTNER) left Schedule A between the filings of 2024-09-04 and 2026-04-29peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 29, 2026STILLWELL, ROBERT, LEE (CHIEF FINANCIAL OFFICER) left Schedule A between the filings of 2024-09-04 and 2026-04-29peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 29, 2026BUSCH, WILLIAM, SHELDON (MANAGING DIRECTOR, FOUNDING PARTNER) left Schedule A between the filings of 2024-09-04 and 2026-04-29peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 29, 2026CALTRIDER, JOSHUA, JOHN (MANAGING DIRECTOR, FOUNDING PARTNER) left Schedule A between the filings of 2024-09-04 and 2026-04-29peers: independent wealth managers, $5B to $20B (289)
- employee count surgeChange between filings · filing Apr 29, 2026employees (Item 5.A) moved from 50.0 to 86.0 (+72.0%) between the annual amendments of 2025-03-27 and 2026-04-29; the peer median change was +5.0% (264 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $5B to $20B (264) · 97% percentile
- office count surgeChange between filings · filing Apr 29, 2026offices other than the principal office (Item 1.F.5) moved from 5.0 to 11.0 (+120.0%) between the annual amendments of 2025-03-27 and 2026-04-29; the peer median change was 0.0% (142 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $5B to $20B (142) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 5,931 to 6,991Dec 16, 2025 to Mar 27, 2026
- Advisory employees · 26 to 34Dec 16, 2025 to Mar 27, 2026
- BD registered reps · 8 to 14Dec 16, 2025 to Mar 27, 2026
- Charity clients · 49 to 68Dec 16, 2025 to Mar 27, 2026
- Corporate clients · 47 to 58Dec 16, 2025 to Mar 27, 2026
- HNW clients · 618 to 827Dec 16, 2025 to Mar 27, 2026
- Individual clients · 686 to 800Dec 16, 2025 to Mar 27, 2026
- Pension plan clients · 49 to 56Dec 16, 2025 to Mar 27, 2026
- Pooled vehicle clients · 6 to 9Dec 16, 2025 to Mar 27, 2026
- Assets in custody · $2.6B to $4.1BDec 16, 2025 to Mar 27, 2026
- Employees · 50 to 86Dec 16, 2025 to Mar 27, 2026
- Insurance-licensed employees · 1 to 0Dec 16, 2025 to Mar 27, 2026
- Financial planning clients · 101-250 to 251-500Dec 16, 2025 to Mar 27, 2026
- State-registered IARs · 43 to 54Dec 16, 2025 to Mar 27, 2026
- Other offices · 10 to 11Dec 16, 2025 to Mar 27, 2026
- Private funds · 10 to 9Dec 16, 2025 to Mar 27, 2026
- Discretionary RAUM · $4.5B to $7.0BDec 16, 2025 to Mar 27, 2026
- HNW RAUM · $4.1B to $6.8BDec 16, 2025 to Mar 27, 2026
- Individual RAUM · $183M to $235MDec 16, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $1.6B to $2.1BDec 16, 2025 to Mar 27, 2026
- Pension RAUM · $22.7M to $28.4MDec 16, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $70.4M to $93.7MDec 16, 2025 to Mar 27, 2026
- RAUM · $6.1B to $9.1BDec 16, 2025 to Mar 27, 2026
- Private funds · 8 to 10Oct 27, 2025 to Dec 16, 2025
- Other offices · 6 to 10Aug 14, 2025 to Oct 27, 2025
- Financial planning clients · 101-250 to 101-250Mar 27, 2025 to Jun 26, 2025
- Other offices · 5 to 6Mar 27, 2025 to Jun 26, 2025
- Accounts · 5,825 to 5,931Feb 4, 2025 to Mar 27, 2025
- Advisory employees · 25 to 26Feb 4, 2025 to Mar 27, 2025
- BD registered reps · 14 to 8Feb 4, 2025 to Mar 27, 2025
- Charity clients · 38 to 49Feb 4, 2025 to Mar 27, 2025
- Corporate clients · 32 to 47Feb 4, 2025 to Mar 27, 2025
- HNW clients · 533 to 618Feb 4, 2025 to Mar 27, 2025
- Individual clients · 592 to 686Feb 4, 2025 to Mar 27, 2025
- Pension plan clients · 7 to 49Feb 4, 2025 to Mar 27, 2025
- Assets in custody · $2.2B to $2.6BFeb 4, 2025 to Mar 27, 2025
- Employees · 45 to 50Feb 4, 2025 to Mar 27, 2025
- Financial planning clients · 1-10 to 101-250Feb 4, 2025 to Mar 27, 2025
- State-registered IARs · 39 to 43Feb 4, 2025 to Mar 27, 2025
- Private funds · 9 to 8Feb 4, 2025 to Mar 27, 2025
Signals
24 dated events
- Allen Sabanovic left Americana Partners, Llc for Morgan Stanley (registered 2026-05-26)May 11, 2026 · Advisor changed firm · fact
- Americana Partners, Llc reported RAUM $9.1B, up 50% from $6.1B (2025-12-16 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Americana Partners, Llc reported 54 state-registered advisory representatives, up from 43 (2025-12-16 to 2026-03-27)Mar 27, 2026 · Advisor headcount change · derived
- 2 advisors left L & S Advisors, Inc (Los Angeles, CA) for Americana Partners, LLC on the same dayMar 5, 2026 · Team lift-out · derived
- Shannon Kathleen Mclaughlin left Americana Partners, Llc for Ashton Thomas Private Wealth (registered 2025-09-03)Jul 15, 2025 · Advisor changed firm · fact
- 4 advisors left Morgan Stanley (Houston, TX) for Americana Partners, LLC within 3 daysMay 16, 2025 · Team lift-out · derived
- David Samuel Warhoftig left Americana Partners, Llc for Hightower Advisors, Llc (registered 2025-11-13)Apr 17, 2025 · Advisor changed firm · fact
- Lee Robert Stillwell (Chief Financial Officer) appeared on Schedule A of Americana Partners, LlcSep 4, 2024 · Control person joined · fact
- Boulevard Family Wealth Services, LLC's advisors moved to Americana Partners, LLC (Beverly Hills, CA): 3 of 3 registered, on the same dayAug 14, 2024 · Firm absorbed (people side) · derived
- Americana Partners, Llc reported RAUM $4.9B, up 29% from $3.8B (2024-02-01 to 2024-03-21)Mar 21, 2024 · RAUM change · derived
- Madison Day Broyles left Americana Partners, Llc for Astra Wealth Management Group (registered 2024-01-24)Dec 13, 2023 · Advisor changed firm · fact
- Americana Partners, Llc reported RAUM $3.8B, up 48% from $2.6B (2022-11-25 to 2023-03-23)Mar 23, 2023 · RAUM change · derived
- 5 advisors left Morgan Stanley (Midland, TX) for Americana Partners, LLC within 7 daysFeb 28, 2023 · Team lift-out · derived
- Tomiko Reyelle Arthur left Americana Partners, Llc for Sovereign Wealth Advisors Llc (registered 2023-11-20)Sep 13, 2022 · Advisor changed firm · fact
- Americana Partners, Llc reported 28 state-registered advisory representatives, up from 15 (2022-02-10 to 2022-03-25)Mar 25, 2022 · Advisor headcount change · derived
- Americana Partners, Llc reported RAUM $2.6B, up 48% from $1.8B (2022-02-10 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Charles Alex Zengo (Chief Compliance Officer) appeared on Schedule A of Americana Partners, LlcSep 22, 2020 · Control person joined · fact
- Lawrence Jason Fertitta (President, Partner And Chief Compliance Officer) appeared on Schedule A of Americana Partners, LlcApr 26, 2019 · Control person joined · fact
- Hall Robert Wellington (Partner And Chief Financial Officer) appeared on Schedule A of Americana Partners, LlcApr 26, 2019 · Control person joined · fact
- Sheldon William Busch (Partner And Managing Director) appeared on Schedule A of Americana Partners, LlcApr 26, 2019 · Control person joined · fact
- Darryl William Busch (Partner And Business Development Officer) appeared on Schedule A of Americana Partners, LlcApr 26, 2019 · Control person joined · fact
- John Joshua Caltrider (Partner And Managing Director) appeared on Schedule A of Americana Partners, LlcApr 26, 2019 · Control person joined · fact
- Elizabeth Leigh Emery (Chief Compliance Officer) no longer on Schedule A of Americana Partners, Llc (listed 2019-03-18, absent 2019-04-26)Apr 26, 2019 · Control person left · inference
- Nrg Advisors, Llc filed its initial SEC registration (Form ADV)Mar 18, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Americana Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Americana Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/americana-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- AmericanaPartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 713-429-5552reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $172Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026