$11.5* Billion Texas-Based Wealth Management Firm Continues Growing Footprint Beyond Texas, Tapping Sports & Entertainment Market

HOUSTON--(BUSINESS WIRE)--

Houston-based Americana Partners, an independent wealth management firm with over $11.5* billion in assets under management, today announced the acquisition of Goodpasture Gray, a Nashville-based SEC-registered investment advisory firm serving discerning clients seeking generational investment advice through asset allocation strategies.

This marks Americana’s second acquisition outside Texas, preceded by its March 2025 deal with Beverly Hills firm Boulevard Family Wealth, and underscores the firm’s expanding national presence. With this transaction, Americana expands into Tennessee, adding over $300 million in new client assets and establishing a specialized practice focused on serving high-net-worth individuals — including athletes, entertainers, and their families.

“We are thrilled to welcome W.L. Gray and his team to Americana Partners,” said Jason Fertitta, CEO and Partner of Americana Partners. “W.L. has been a trusted friend for years whose integrity, expertise, and client-first philosophy align perfectly with ours. Establishing a Nashville presence with a respected team strengthens our platform and opens exciting new opportunities in one of the nation’s most dynamic markets.”

Founded in 1997, Goodpasture Gray built its reputation by delivering customized wealth management strategies, asset allocation, and multi-generational planning. The firm is led by principal W.L. Gray and his associate Chris Brophy, both Texas Christian University alumni, with operations led by Amy Matas, who specializes in client onboarding, service, and reporting.

“Merging Goodpasture Gray with Americana was a natural next step,” said W.L. Gray, Managing Director/Private Wealth Advisor at Americana Partners. “We share the same values, ethics, and dedication to serving discerning clients. Together we can deliver expanded resources and broader capabilities to those we serve. Nashville is booming, and this partnership allows us to meet that moment at scale.”

“W.L. Gray’s long-standing reputation for integrity and client dedication makes him an ideal fit for Americana Partners. W.L. is someone our leadership team respects, and his approach to putting clients first matches how we think about wealth management,” said Ron Thacker, Americana’s President. “This acquisition is about more than growth in assets—it’s about adding exceptional people who share our values and vision.”

Americana Partners will not establish a physical Nashville office at this time, with the Goodpasture Gray team continuing to serve clients locally under the Americana banner.

Dynasty Investment Bank served as exclusive financial advisor to Goodpasture Gray on this transaction.

About Americana Partners

Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the United States, with a division serving ultra-high-net-worth Latin American clients. The company celebrated its six-year anniversary in April 2025, having grown rapidly since its launch in 2019 to now manage over $10 billion in assets. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts.

To learn more, visit www.americanapartners.com. Follow along on LinkedIn, Instagram, or Facebook.

RIA is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This release is provided for informational purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251008026061/en/

Source: Americana Partners