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Peter Jonathan Adamson

AUTUMN GLORY PARTNERS
DALLAS, TX
·CRD# 4592142·9 years experience

Professional Summary

Peter Jonathan Adamson, who also goes by Jonathan Adamson, is a registered financial advisor currently at AUTUMN GLORY PARTNERS, LLC located in Dallas, Texas. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Peter has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Adamson

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

AUTUMN GLORY PARTNERS, LLC·CRD# 288250
RIA
8235 Douglas Avenue Suite 720, Dallas, TX 75225
September 18, 2017 - Present

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Current Firm

AG
AUTUMN GLORY PARTNERS, LLC

AUTUMN GLORY PARTNERS, LLC

CRD#: 288250 / SEC#: 801-110630
RIA
Registered Investment Advisory firm - SEC (5/25/2017 Approved)

Contact Information

Main Address

8235 Douglas Avenue Suite 720, Dallas, TX 75225

Phone Number

(214) 378-1212

# of Employees

2

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

175

AUM (Assets Under Management)

$747,577,803

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/30/2026Cover PageReport
10/07/2025Cover PageReport
03/25/2025Cover PageReport
03/13/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jonathan has served as an Adjunct Managing Director for Hall Capital, a private investment company based in Oklahoma City, Oklahoma, since September 2017. In this role, he participates in board meetings, supports certain business development activities. Jonathan does not have decision-making authority for Hall and devotes fewer than five hours per month to these responsibilities. Jonathan is the Managing Member and owner of TBDD Management Co, LLC, an entity that pursues private (non-publicly traded) investment opportunities. These opportunities are also offered to AGP clients. In this capacity, Mr. Adamson may receive a portion of the carried interest, as well as administrative or consulting fees associated with such investments. TBDD was established in 2022, and Jonathan devotes 10 hours or less per month to its management. In March 2019, Jonathan became a Director of Rampart Holdings, Inc., an oil and gas company based in Tulsa, Oklahoma. He serves on the board in connection with investments held by his private family investment company, as well as by another Autumn Glory client. Jonathan devotes fewer than five hours per month to his duties with Rampart Holdings, Inc. Jonathan has served as trustee of the Waters Charitable Foundation, a private foundation based in Tulsa, Oklahoma, since March 2019. AGP manages the foundation's investment accounts. Jonathan devotes five hours or less per month to his trustee responsibilities and receives compensation for his role. Jonathan also serves as trustee of the Murphy Descendants Trust, a private family trust, which he assumed responsibility for in 2019. AGP manages the trust's assets. Jonathan devotes five hours or less per month to his trustee responsibilities and does not receive compensation for his role. Mr. Adamson has served on the investment committee of The Ronald McDonald House of Dallas since February 2025. He is not compensated for this role, and the organization is not a client of AGP. He devotes five hours or less each month to this activity. Since 2024, Jonathan has served with the GBK BOKF Stock Foundation, a supporting organization of the Tulsa Community Foundation. This role is not compensated, and he devotes fewer than three hours per month during business hours to these responsibilities. Jonathan also serves on the Investment Advisory Council for the George Kaiser Family Foundation, where he receives no compensation and devotes three hours or less per month. Beginning in 2026, Jonathan became a non-voting member of the Advisory Board of the Gregg Foundation, an AGP client. He does not receive compensation for this role and devotes fewer than five hours per quarter to related activities.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
AUTUMN GLORY PARTNERS, LLC

AUTUMN GLORY PARTNERS, LLC

CRD#: 288250 / SEC#: 801-110630
RIA
Registered Investment Advisory firm - SEC (5/25/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Oklahoma
(3/12/2025)
IAR
Texas
(9/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2017About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Jonathan Adamson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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