WILMINGTON, NCCRD 157852Latest ADV February 6, 2026
Tilia Fiduciary Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated February 6, 2026, reports $404M in regulatory assets under management, 8 employees, and 997 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
252
2
HNWI
21.6%
77
3
Corporations
3.7%
13
4
Pension Plans
3.4%
12
5
Charitable
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of February 6, 2026
Discretionary97.6%
$394M
98% of total RAUM97.6%
Non-discretionary2.4%
$10M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$404M
Total Accounts997
10Y AUM Change+$295M (+272.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee45:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.