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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AUTUMN GLORY PARTNERS, LLC

CRD 288250

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d3cb9c62-4f23-bc84-3d1f-a2d05ce262e2

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: May 15, 2017 to Mar 26, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $748MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $748M
Private client RAUM: $597MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $748Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 175
Individual clients: 12
High net worth clients: 35
Custody, client assets: $42.0M
SEC number: 801-110630
CRD: 288250
Filings on the tape: 32
First filed: May 15, 2017
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, OK
Website: autumnglorypartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER JONATHAN ADAMSON	n/a	DALLAS, TX	9	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMSON, PETER, JONATHAN	President	E	yes	01/2019	May 15, 2017	Feb 27, 2024
IRWIN, JACQUELYN, IDA	Trustee	E	yes	04/2014	May 15, 2017	Feb 27, 2024
ADAMSON, PENNY, LOU	Member	B	no	07/2012	May 15, 2017	Feb 27, 2024
JACQUELYN IRWIN REVOCABLE TRUST	Member	Na	no	07/2012	May 15, 2017	Feb 27, 2024
LAWSON, COURTNEY, DIANE	CHIEF COMPLIANCE OFFICER	Na	no	08/2020	Aug 24, 2020	Feb 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tulsa	Ok	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$748M	$748M	2	1	1	n/a	n/a
2024	Mar 3, 2025	$553M	$553M	2	1	1	n/a	n/a
2023	Feb 27, 2024	$505M	$505M	3	1	1	n/a	n/a
2022	Feb 6, 2023	$465M	$465M	3	1	1	n/a	n/a
2021	Feb 23, 2022	$444M	$444M	3	1	1	n/a	n/a
2020	Feb 24, 2021	$364M	$364M	3	1	1	n/a	n/a
2019	Mar 5, 2020	$340M	$340M	3	1	1	n/a	n/a
2018	Mar 25, 2019	$298M	$298M	3	1	1	n/a	n/a
2017	Mar 24, 2018	$300M	$300M	3	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$748M	$553M	35.2%	$465M	17.1%	2	2	1	1

Relationships

Registered with (1)

← PETER JONATHAN ADAMSONAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV

Controls (2)

← IRWIN, JACQUELYN, IDAOwnerTRUSTEE, ownership code E, individual
May 15, 2017 to Feb 27, 2024factForm ADV
← ADAMSON, PETER, JONATHANOwnerPRESIDENT, ownership code E, individual
May 15, 2017 to Feb 27, 2024factForm ADV

Owns (3)

← LAWSON, COURTNEY, DIANEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 24, 2020 to Feb 27, 2024factForm ADV
← ADAMSON, PENNY, LOUOwnerMEMBER, ownership code B, individual
May 15, 2017 to Feb 27, 2024factForm ADV
← JACQUELYN IRWIN REVOCABLE TRUSTOwnerMEMBER, ownership code NA, domestic entity
May 15, 2017 to Feb 27, 2024factForm ADV

Dated events

Occurred
Feb 23, 2026
Regulatory AUM changed
Autumn Glory Partners, Llc reported RAUM $747.6M, up 35% from $552.9M (2025-03-03 to 2026-02-23)
Form ADVobserved 5 days ago
$195M
Occurred
Mar 25, 2019
Control person left
(Nmn) Peter Adamson (Ceo) no longer on Schedule A of Autumn Glory Partners, Llc (listed 2018-03-24, absent 2019-03-25)
Form ADVobserved 5 days ago
Occurred
May 15, 2017
First Form ADV filing
Autumn Glory Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3cb9c62-4f23-bc84-3d1f-a2d05ce262e2
First observed: May 15, 2017
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AUTUMN GLORY PARTNERS, LLC

CRD 288250

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d3cb9c62-4f23-bc84-3d1f-a2d05ce262e2

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER JONATHAN ADAMSON

n/a

DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMSON, PETER, JONATHAN

President

yes

01/2019

May 15, 2017

Feb 27, 2024

IRWIN, JACQUELYN, IDA

Trustee

yes

04/2014

May 15, 2017

Feb 27, 2024

ADAMSON, PENNY, LOU

Member

07/2012

May 15, 2017

Feb 27, 2024

JACQUELYN IRWIN REVOCABLE TRUST

Member

07/2012

May 15, 2017

Feb 27, 2024

LAWSON, COURTNEY, DIANE

CHIEF COMPLIANCE OFFICER

08/2020

Aug 24, 2020

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

Tulsa

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$748M

n/a

2024

Mar 3, 2025

$553M

n/a

2023

Feb 27, 2024

$505M

n/a

2022

Feb 6, 2023

$465M

n/a

2021

Feb 23, 2022

$444M

n/a

2020

Feb 24, 2021

$364M

n/a

2019

Mar 5, 2020

$340M

n/a

2018

Mar 25, 2019

$298M

n/a

2017

Mar 24, 2018

$300M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$748M

$553M

35.2%

$465M

17.1%