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TILIA FIDUCIARY PARTNERS, INC.
CRD 157852File 801-120194
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$403.7M
Below cohort median (national)
Discretionary AUM
$393.9M
Non-discretionary $9.8M
Clients
356
997 accounts
Employees
8
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 19, 2021
- Principal office
- 32 N. FRONT STREET, WILMINGTON, NC, 28401
- Phone
- 910-679-4093
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.7M
- Discretionary AUM
- $393.9M
- Non-discretionary AUM
- $9.8M
- Discretionary accounts
- 979
- Non-discretionary accounts
- 18
- Total accounts
- 997
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $6.7M |
| Charitable organizations | 2 | $1.2M |
| High net worth individuals | 77 | $305.2M |
| Pension and profit sharing plans | 12 | $0 |
| Individuals (other than high net worth individuals) | 252 | $90.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This 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.