Tilia Fiduciary Partners provides financial planning, portfolio management for individuals and small businesses, and insurance.
Tilia Fiduciary Partners reports 356 clients. They include 252 individual clients, 77 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 97.6% ($394M across 979 accounts) are managed with discretion; $9.77M across 18 accounts are not. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 22% |
| High-net-worth individuals | 22% | 76% |
| Pension and profit-sharing plans | 3% | 0% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 252 | $90.6M | 22.4% | $359K |
| High-net-worth individuals | 77 | $305M | 75.6% | $3.96M |
| Pension and profit-sharing plans | 12 | $0 | 0.0% | $0 |
| Charitable organizations | 2 | $1.22M | 0.3% | $609K |
| Corporations and other businesses | 13 | $6.67M | 1.7% | $513K |
| Total | 356 | $404M | 100% | $1.13M |
- Clients
- 252
- Regulatory AUM
- $90.6M
- AUM share
- 22.4%
- Avg. per client
- $359K
- Clients
- 77
- Regulatory AUM
- $305M
- AUM share
- 75.6%
- Avg. per client
- $3.96M
- Clients
- 12
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 2
- Regulatory AUM
- $1.22M
- AUM share
- 0.3%
- Avg. per client
- $609K
- Clients
- 13
- Regulatory AUM
- $6.67M
- AUM share
- 1.7%
- Avg. per client
- $513K
Total
- Clients
- 356
- Regulatory AUM
- $404M
- AUM share
- 100%
- Avg. per client
- $1.13M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Tilia Fiduciary Partners charges up to 1.00% a year for its Portfolio Management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning has a minimum fee of $10,000, depending on client complexity; further consulting appointments are billed at $275 per hour.
Walker Abney owns 50% to 75% of Tilia Fiduciary Partners. The leadership team of Tilia Fiduciary Partners includes President Walker Abney and Chief Compliance Officer Ryan Casey. It has 8 employees, 6 of them in advisory roles.
Leadership
- Walker AbneyPresident/Managing Director
- Ryan CaseySecretary/Treasurer/Managing Director/Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Walker Lee Abney
- Ryan Edward Casey
- Alexis Lynn Delia
- Thomas Paul Favor
- Shawn Dustin Hudspeth
Staff
- 8 employees
- 6 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Tilia Fiduciary Partners, Inc.
Walker Abney
Control person · since January 2022
- Owns 50% to 75% of Tilia Fiduciary Partners, Inc.
Ryan Casey
Control person · since January 2022
Tilia Fiduciary Partners’ regulatory assets grew 3.3× from $122M (July 2021) to $404M (July 2026); clients rose from 302 to 356 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $404M | 356 | 8 | 1 |
| March 2025 | $414M | 338 | 5 | 1 |
| March 2024 | $173M | 309 | 6 | 1 |
| June 2023 | $142M | 281 | 7 | 1 |
| February 2022 | $153M | 630 | 7 | 2 |
| July 2021 | $122M | 302 | 6 | 2 |
Besides its headquarters, Tilia Fiduciary Partners has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 32 N. Front Street, WilmingtonHQ
Contact and registration details
- Legal name
- Tilia Fiduciary Partners, Inc.
- Headquarters
- 32 N. Front Street, Wilmington, NC 28401
- Website
- tiliapartners.com
- Phone
- 910-679-4093
- @tilia-fiduciary-partners-inc-
- SEC file
- 801-120194
- Founded
- 2011
- Structure
- North Carolina corporation
- Fiscal year end
- December
Tilia Fiduciary Partners uses Charles Schwab ($404M) as custodian for its separately managed accounts. Tilia Fiduciary Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $404M100%
At year end, Tilia Fiduciary Partners’ separately managed accounts were largely in bonds (41%) and stocks (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $211M across 127 positions; the largest are Advanced Micro Devices Inc. (5.3%), Vanguard International Dividend Appreciation ETF (5.3%) and Kla-tencor Corp. (4.8%).
What the accounts hold
- Stocks39%
- Funds11%
- Bonds41%
- Investment grade corporate bonds29%
- U.S. government and agency bonds7%
- High-yield corporate bonds4%
- State and local bonds1%
- Cash9%
Reported 13F holdings
- $211M
- Reported 13F value
- 127
- Positions
- 35.0%
- In the 10 largest
- +15.9%
- Value vs. prior quarter
- Advanced Micro Devices Inc.5.3%
- Vanguard International Dividend Appreciation ETFETF5.3%
- Kla-tencor Corp.4.8%
- Apple Inc.4.2%
- Google Inc.3.5%
- Vanguard FTSE All-world Ex-us Index FundETF2.9%
- Microsoft2.4%
- Valero Energy Corp.2.3%
- Berkshire Hathaway Inc. Del CL B New2.1%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFETF2.1%
Together, the ten largest are 35.0% of reported value.
How many clients does Tilia Fiduciary Partners have?
Tilia Fiduciary Partners has 356 clients and manages $404 million for them, as of July 2026. They include 252 individual clients, 77 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Tilia Fiduciary Partners offer?
Tilia Fiduciary Partners provides financial planning, portfolio management for individuals and small businesses, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Tilia Fiduciary Partners charge?
Tilia Fiduciary Partners charges up to 1.00% a year for its Portfolio Management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Which custodians does Tilia Fiduciary Partners use?
Tilia Fiduciary Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $404M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Tilia Fiduciary Partners have?
Tilia Fiduciary Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tilia Fiduciary Partners invest in?
At the end of its last fiscal year, Tilia Fiduciary Partners’ separately managed accounts held 39% exchange-traded equities, 29% investment grade corporate bonds, 11% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% U.S. government and agency bonds, 4% high-yield corporate bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tilia Fiduciary Partners?
Tilia Fiduciary Partners’ direct owners are Walker Abney (50% to 75%) and Ryan Casey (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Tilia Fiduciary Partners get paid?
Tilia Fiduciary Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tilia Fiduciary Partners?
Tilia Fiduciary Partners’ main office is at 32 N. Front Street, Wilmington, NC 28401. Its phone number is 910-679-4093. Its website is tiliapartners.com.