AUTUMN GLORY PARTNERS, LLC
SEC RegisteredWelcome to the comfort of Autumn Glory
About the firm
Autumn Glory Partners is a private, family-owned asset and wealth management firm with deep investment experience in both public and private markets. They provide high net worth families, trusts, foundations and endowments with a long-term platform of trusted wealth appreciation and preservation, with offices in Tulsa, Oklahoma and Dallas, Texas.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset and wealth management, including wealth appreciation and preservation across public and private markets
Who they serve
High net worth families, trusts, foundations and endowments
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $2.8M |
| High Net Worth Individuals | 35 | $594M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AUTUMN GLORY PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.