Americana Partners, LLC

Americana Partners, LLC (CRD# 301354) is a financial advisory firm headquartered in Houston, TX. They manage $2,597,106,338 in 2,620 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,597
    MILLION
  • Total Number of Accounts
    2,620
    ACCOUNTS
  • Average Account Value
    $991,262
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, LA, OH, OK, TN, TX

Financial Advisors at Americana Partners, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Tomiko R. Arthur
CRD#: 4192549
811 Louisiana Street, Suite 2420, Houston, TX 77002

Tomiko Arthur (CRD# 4192549) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 5 years of experience in the finance industry.

2
Benjamin W. Athens
CRD#: 6396398
811 Louisiana Street, Suite 2420, Houston, TX 77002

Benjamin Athens (CRD# 6396398) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 7 years of experience in the finance industry.

3
William D. Busch
CRD#: 2631262
919 Congress Ave, Suite 1145, Austin, TX 78701

William Busch (CRD# 2631262) is an Investment Advisor Representative working at Americana Partners, LLC in Austin, TX and has over 26 years of experience in the finance industry.

4
William S. Busch
CRD#: 5570827
8333 Douglas Avenue, Suite 450, Dallas, TX 75225

William Busch (CRD# 5570827) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has over 13 years of experience in the finance industry. William Busch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Joshua J. Caltrider
CRD#: 6087643
8333 Douglas Avenue, Suite 450, Dallas, TX 75225

Joshua Caltrider (CRD# 6087643) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

6
Gabriel S. Cassell
CRD#: 6761125
811 Louisiana Street, Suite 2420, Houston, TX 77002

Gabriel Cassell (CRD# 6761125) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 5 years of experience in the finance industry.

7
Jason L. Fertitta
CRD#: 4460865
811 Louisiana Street, Suite 2420, Houston, TX 77002

Jason Fertitta (CRD# 4460865) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 20 years of experience in the finance industry.

8
Robert L. Jones
CRD#: 5362937
811 Louisiana Street, Suite 2420, Houston, TX 77002

Robert Jones (CRD# 5362937) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 13 years of experience in the finance industry.

9
Jean P. Malo
CRD#: 2171513
811 Louisiana Street, Suite 2420, Houston, TX 77002

Jean Malo (CRD# 2171513) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 30 years of experience in the finance industry.

10
Marvin H. McMurrey
CRD#: 1224092
811 Louisiana Street, Suite 2420, Houston, TX 77002

Marvin McMurrey (CRD# 1224092) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 30 years of experience in the finance industry.

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