TILSON FINANCIAL GROUP INC

CRD 110890File 801-64633

APPROVED

Retail clients

Custody

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$750.6M

Above cohort median (national)

Discretionary AUM

$489.4M

Non-discretionary $261.1M

Clients

439

1,755 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Aug 26, 2005
Principal office: 98 FLORAL AVENUE, SUITE 103, NEW PROVIDENCE, NJ, 07974
Phone: 908-561-6203
Website: https://login.bdreporting.com/Auth/tilson/SignIn

Assets & accounts

ADV Item 5F

Total regulatory AUM: $750.6M
Discretionary AUM: $489.4M
Non-discretionary AUM: $261.1M
Discretionary accounts: 947
Non-discretionary accounts: 808
Total accounts: 1,755
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$17.4M
Charitable organizations	Fewer than 5	$743K
High net worth individuals	180	$513.9M
Pension and profit sharing plans	24	$72.9M
Individuals (other than high net worth individuals)	230	$145.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.