Autumn Glory Partners, LLC
● SEC registered since 2017CRD 288250SEC# 801-110630Dallas, TX
Reg. AUM
$747.6M
Employees
2
Accounts
175
Location
Dallas, TX
Autumn Glory Partners, LLC assets under management
Autumn Glory Partners, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2017. It reports $747.6 million in regulatory assets under management and employs 2 people.
Autumn Glory Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtney Diane Lawson | Chief Compliance Officer | Under 5% | 2020 |
| Jacquelyn Irwin Revocable Trust | Member | Under 5% | 2012 |
| Penny Lou Adamson | Member | 10-25% | 2012 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Autumn Glory Partners, LLC manage?
Autumn Glory Partners, LLC reports $747.6 million in regulatory assets under management on its Form ADV.
How many employees does Autumn Glory Partners, LLC have?
Autumn Glory Partners, LLC reports 2 employees.
Where is Autumn Glory Partners, LLC located?
Autumn Glory Partners, LLC is based in Dallas, TX and has been SEC-registered since 2017.
Does Autumn Glory Partners, LLC disclose fund performance?
Autumn Glory Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8235 Douglas Avenue, Suite 720, Dallas, TX 75225 |
| Phone | 214-378-1212 |
| Office hours | 9:00 a.m. To 3:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$747.6M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$747.6Mregulatory AUM
Discretionary $747.6M