PA
Peter J. Adamson
AUTUMN GLORY PARTNERS
Dallas, TX 75225
Some features on this profile are disabled
CRD#: 4592142
PA
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.
Question & Answer
Are you a "fiduciary"?
Yes
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 is an adjunct managing director for Hall Capital, a private investment company based in Oklahoma City, Oklahoma, since September 2017. Jonathan participates in board meetings, helps with certain business development activities and continues to manage a relationship on behalf of Hall with one of their portfolio companies; Jonathan does not make decisions for Hall. He dedicates less than five hours a month to duties. In March 2019, Jonathan became a Director for Rampart Holdings, Inc., an oil and gas company located in Tulsa, Oklahoma. He serves on their board as his private family investment company as well as another Autumn Glory client have an investment in this company. Jonathan commits less than five hours a month to his duties at Rampart Holdings, Inc. Jonathan also became a director for Pryer Aerospace, LLC in Tulsa, Oklahoma in March 2019. Jonathan serves on the board of this aerospace business in which his private family investment company has an investment. He spends five hours or less a month fulfilling his duties. Jonathan began serving as trustee for Waters Charitable Foundation, a private foundation in Tulsa, OK, and the Murphy Descendants Trust, a private family trust, in March 2019. Autumn Glory manages the investments for both accounts. Jonathan dedicates 5 hours or less each month to these accounts. Jonathan is the Managing Member and owner of TBDD Management Co, LLC, TBDD Performance GP, LLC and TBDD Performance LP; entities that seek private (non-publicly-traded) investment opportunities. These private investment opportunities are also offered to AGP clients. Mr. Adamson could receive a portion of the carried interest, administrative or consulting fees in such opportunities. TBDD began in 2022 and Jonathan devotes 10 hours or less each month to the management of TBDD. Mr. Adamson participates on the investment committee of The Ronald McDonald House of Dallas. Mr. Adamson is not compensated for his role with this entity and the Ronald McDonald House of Dallas is not a client of AGP. Jonathan spends a de minimis amount of time each month on this activity. This role started in February of 2024 Starting in 2024, Jonathan joined the GBK BOKF Stock Foundation, a supporting organization of the Tulsa Community Foundation. This is not a compensated role and is less than 3 hours per month during business hours.
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
AUTUMN GLORY PARTNERS, LLC
CRD#: 288250Dallas, TX 75225TRUST BUT VERIFY
Monitor Peter Adamson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
