Autumn Glory Partners LLC
How we got $2.2M
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 15 years (since 2011)
From public records and the company's website, not a statement that it's for sale.
What they do
Autumn Glory Partners is a private, family-owned asset and wealth management firm serving high net worth families, trusts, foundations and endowments. It has offices in Tulsa, Oklahoma and Dallas, Texas.
From the company's website. Industry: Financial advisors.
Estimated value over time
▲ 36% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| AUTUMN GLORY PARTNERS LLC this business | $2.3M | — |
| VIVE INVESTMENTS LLC Tulsa · 15 employees | $6.0M | 0.3 mi |
| HOLISSO HAKV INC. Tulsa · 1 employees | $768K | 0.8 mi |
| ALLEGIANT WEALTH ADVISORS LLC Tulsa | $1.4M | 1.0 mi |
| ROBERT STEPHEN CAPITAL MANAGEMENT LLC Tulsa · 1 employees | $775K | 1.1 mi |
| STREETER MOORE & STIPE LLC Tulsa · 1 employees | $767K | 1.1 mi |
| T-TOWN RESOURCES LLC Tulsa · 1 employees | $775K | 1.6 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.7M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.3M |
| Estimate: the two combined (geometric mean) | $2.3M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $800K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $2.2M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.2M – $3.1M |
| Revenue range | $1.5M – $2.6M |
| EBITDA range | $526K – $912K |
| Industry (NAICS) | Other financial investment activities (523920) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
“Mariner Wealth Advisors acquires Adams Hall Asset Management; Pete Adamson and Jackie Irwin found Autumn Glory Partners, initially as a family office”
Leadership
- CLCourtney LawsonChief Compliance Officer · Company website · source
Advisors
- BankingMabrey BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| Mabrey Bank PPP 2020 | All 851 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/5/2020 | first | $68K | 3 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Autumn Glory Partners LLC
Autumn Glory Partners LLC is a family-owned financial advisors company in Tulsa, Oklahoma, in business since 2011. It is owned by Jonathan Adamson (President). Its estimated annual revenue is about $2.3M, with roughly $800K of EBITDA. It has about 3 employees. Its estimated business value is $2.2M (likely range $1.2M–$3.1M).
Common questions
- Who owns Autumn Glory Partners LLC?
- Autumn Glory Partners LLC is owned by Jonathan Adamson (President), according to public sources such as the company's website or filings.
- How much revenue does Autumn Glory Partners LLC make?
- SeeBITDA estimates Autumn Glory Partners LLC's annual revenue at about $2.3M (likely between $1.5M and $2.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Autumn Glory Partners LLC worth?
- About $2.2M, roughly 2.8× its estimated EBITDA of $800K, typical for a financial advisors company its size. Likely range: $1.2M–$3.1M.
- How many employees does Autumn Glory Partners LLC have?
- About 3, as reported on its PPP loan.
- When was Autumn Glory Partners LLC founded?
- Autumn Glory Partners LLC has been in business since 2011.