Autumn Glory Partners, Llc
- Regulatory AUM
- $748M
- Discretionary
- $748M
- Clients
- 67
- Avg AUM / client
- $11.2M
- Accounts
- 175
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $2.8M | 0.37% |
| High net worth individuals | 35 | $594M | 79.5% |
| Charitable organizations | 6 | $61.5M | 8.23% |
| Corporations and other businesses | 12 | $88.5M | 11.8% |
| Other | 2 | $440K | 0.06% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adamson, Penny, Lou | Member | Jul 2012 (14y) | 10% – 25% | |
| Irwin, Jacquelyn, Ida | Trustee | Apr 2014 (12y) | ≈ 0% – 5% via Jacquelyn Irwin Revocable Trust | |
| Peter Jonathan Adamson | President | Sep 2017 (9y) | 75% or more | |
| Lawson, Courtney, Diane | Chief Compliance Officer | Aug 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jacquelyn Irwin Revocable Trust | Member | Jul 2012 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Irwin, Jacquelyn, Ida: 75% – 100% of Jacquelyn Irwin Revocable Trust × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FLAT FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $446M (60% of AUM) Mar 2026
- Charles Schwab & Co. $128M (17% of AUM) Mar 2026
- Goldman Sachs $48.4M (16% of AUM) Sep 2019
- UBS $35.6M (10% of AUM) Jun 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗