Autumn Glory Partners, LLC
Autumn Glory Partners, LLC is a private, family-owned asset and wealth management firm headquartered in Dallas, TX, with an additional office in Tulsa, OK. Specializing in serving high net worth families, trusts, foundations, and endowments, the firm was founded in Oklahoma and is registered as an SEC investment advisor. The team consists of a small group of experienced investment professionals, with a reported employee count of 2 to 3 as of 2025. Autumn Glory Partners provides public and private markets investment management and long-term wealth preservation and appreciation strategies.
Investment Strategy
Autumn Glory Partners delivers wealth management with a focus on preservation and long-term appreciation for high net worth individuals and family entities. Their approach leverages experience across both public and private capital markets, providing a diversified portfolio tailored to the needs of each client, including individuals, charitable organizations, and corporate accounts. As a registered investment advisor, their strategy emphasizes fiduciary responsibility, individualized asset allocation, and trusted client relationships oriented toward stability, disciplined growth, and intergenerational wealth transfer.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.65% | $13.8M | 22,457 | $452.24 | $612.38 | +$3.3M |
M MSFT | MICROSOFT CORP | 3.81% | $9.3M | 17,924 | $333.21 | $517.95 | +$374.1K |
S SPY | SPDR S&P 500 ETF TR | 3.56% | $8.7M | 12,999 | $497.33 | $666.18 | +$757.4K |
D DGRO | ISHARES TR | 3.05% | $7.4M | 109,098 | $53.64 | $68.08 | +$879.3K |
O OKE | ONEOK INC NEW | 2.49% | $6.1M | 83,132 | $62.89 | $72.97 | -$550.3K |