Autumn Glory Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$597,145,625
This total excludes 20 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
47
74% high-net worth
Advisors
1
of 2 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
LowAverage account size
$12,705,226
About
Autumn Glory Partners serves high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, third‑party manager selection, and retirement‑plan fiduciary services. The firm focuses on ongoing portfolio oversight, custodial coordination, and performance monitoring for individual and family accounts.
Investment implementation follows a top‑down asset allocation process with strategic and tactical adjustments and periodic rebalancing as client circumstances and market conditions change. Investment selection combines third‑party manager due diligence and fundamental analysis with proprietary screening formulas, and portfolios may include mutual funds, ETFs, separate accounts, private placements, and TPM‑managed strategies.
Notably, the firm operates with a single registered advisor while managing approximately $748 million in discretionary assets—an uncommon advisor structure and high AUM per advisor for its peer group. The adviser emphasizes long‑standing, multi‑decade client relationships and provides access to private, non‑public investment opportunities through affiliated entities, with disclosed conflict‑management procedures in place.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Fee options
Flat fees available based on services, account size, and relationship complexity
Account minimum: $10,000,000 Minimum fee: Minimum annual fee of $40,000 Fee-only: Fee-only firm, no commissions
Main office location
Autumn Glory Partners, LLC
8235 Douglas Avenue, Suite 720
Dallas TX 75225, United States
Number of offices
2
Most active in
Autumn Glory Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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