Autumn Glory Partners, LLC

RIASEC RegisteredEst. 2017
Total AUM
$748M
Discretionary
$748M
100% of AUM
Avg account
$4.3M
Accounts
175
Employees
2
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
288250
Registered since
May 25, 2017
Website
www.autumnglorypartners.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI79.51%
  • Corporations / Businesses11.83%
  • Charitable Organizations8.23%
  • Individuals0.37%
  • Other0.06%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Autumn Glory Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2017. The firm acts as a capital allocator for both individual and institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions, and it performs manager selection for third-party advisers. Fee arrangements include percentage-of-AUM, fixed fees and other structures. Autumn Glory is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 14%, State & Local Bonds 13%, Investment Grade Corp Bonds 10%, US Government Bonds 4%, Other 1%37%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents14%
  • State & Local Bonds13%
  • Investment Grade Corp Bonds10%

Owners & executives

1 of 1
  • Courtney Lawson

    Courtney Lawson

    Chief Compliance OfficerCRD 5770990

Contacts

2 of 2
  • Peter Adamson

    Peter Adamson

    PresidentCRD 4592142

  • Penny Adamson

    MemberCRD 6792252

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 91

Active vs passive

$199M in ETFs

Passive

82%

$162M

Active

17%

$36.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$34.9M50,80817.54%
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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
8235 Douglas Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth