PA
Peter J. Adamson
AUTUMN GLORY PARTNERS
DALLAS, TX 75225
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CRD#: 4592142
PA
Peter Jonathan AdamsonAUTUMN GLORY PARTNERS
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
Aliases
Jonathan Adamson
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Jonathan Adamson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 18, 2017 - Present
AUTUMN GLORY PARTNERS, LLC
Office #1: 8235 Douglas Avenue Suite 720, Dallas, TX 75225RIA
CRD#: 288250
DALLAS, TX
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 - (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.Highlighted states indicate IAR registrations
IAR
Oklahoma(3/12/2025)
IAR
Texas(9/18/2017)
Current Firm
AG
AUTUMN GLORY PARTNERS, LLC
AUTUMN GLORY PARTNERS, LLC
CRD#: 288250 / SEC#: 801-110630
RIA
Registered Investment Advisory firm - (5/25/2017 Approved)Loading...
Contact information
Main Address
8235 Douglas Avenue Suite 720, Dallas, TX 75225
Mailing Address
Phone number
(214) 378-1212
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 164 |
| AUM (Assets Under Management) | $ 552,870,985 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/07/2025 | ||
| 03/25/2025 | ||
| 03/13/2024 | ||
| 04/05/2023 |
Red Flags
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Company Information
AUTUMN GLORY PARTNERS, LLC
CRD#: 288250Dallas, TX 75225TRUST BUT VERIFY
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