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AUTUMN GLORY PARTNERS, LLC
CRD 288250File 801-110630
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$747.6M
Above cohort median (national)
Discretionary AUM
$747.6M
Clients
65
175 accounts
Employees
2
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 25, 2017
- Principal office
- 8235 DOUGLAS AVENUE, SUITE 720, DALLAS, TX, 75225
- Phone
- 214-378-1212
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $747.6M
- Discretionary AUM
- $747.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 175
- Non-discretionary accounts
- 0
- Total accounts
- 175
- AUM per client
- $11.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $88.5M |
| Charitable organizations | 6 | $61.5M |
| High net worth individuals | 35 | $594.4M |
| Individuals (other than high net worth individuals) | 12 | $2.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FLAT FEE
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 67 | 65 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.