$747.6M Total AUM
$747.6M Disc. AUM
17.7% 3Y CAGR
2 Employees
67 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2012
- Office Locations
- 1
Office Locations
8235 Douglas Avenue Suite 720 Dallas TX
About Autumn Glory Partners, LLC
Autumn Glory Partners is a private, family-owned, SEC-registered RIA providing asset and wealth management for high net worth families, trusts, foundations, and endowments. The firm invests across public and private markets with a long-term focus on wealth appreciation and preservation, with offices in Tulsa and Dallas and custody through Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$747.6M AVG AUM / ADVISOR
$11.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PETER JONATHAN ADAMSON
President
- CRD
- #4592142
- Ownership
- 75% or more
Available
Available
Available
P
PENNY LOU ADAMSON
President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $747,577,803 | $4,271,873 |
| Non-Discretionary | $0 | -- |
| Total | $747,577,803 | $4,271,873 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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