Tilia Fiduciary Partners, Inc.
● SEC registered since 2021CRD 157852SEC# 801-120194Wilmington, NC
Reg. AUM
$403.7M
Employees
8
Accounts
997
Location
Wilmington, NC
Tilia Fiduciary Partners, Inc. assets under management
Tilia Fiduciary Partners, Inc. is an SEC-registered investment adviser based in Wilmington, NC. The firm has been registered since 2021. It reports $403.7 million in regulatory assets under management and employs 8 people.
Tilia Fiduciary Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Edward Casey Control | Secretary/Treasurer/Managing Director/Chief Compliance Officer | 50-75% | 2022 |
| Walker Lee Abney Control | President/Managing Director | 50-75% | 2022 |
Frequently asked questions
How much does Tilia Fiduciary Partners, Inc. manage?
Tilia Fiduciary Partners, Inc. reports $403.7 million in regulatory assets under management on its Form ADV.
How many employees does Tilia Fiduciary Partners, Inc. have?
Tilia Fiduciary Partners, Inc. reports 8 employees.
Where is Tilia Fiduciary Partners, Inc. located?
Tilia Fiduciary Partners, Inc. is based in Wilmington, NC and has been SEC-registered since 2021.
Does Tilia Fiduciary Partners, Inc. disclose fund performance?
Tilia Fiduciary Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 32 N. Front Street, Wilmington, NC 28401 |
| Phone | 910-679-4093 |
| Fax | 910-679-4534 |
| Office hours | M-Th 9:00 a.m.-4:30 p.m.; F 9:00 a.m.-4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1910210 |
| Discloses disciplinary history | No |
Regulatory AUM
$403.7M▲ 133%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$403.7Mregulatory AUM
Discretionary $393.9MNon-discretionary $9.8M