TILIA FIDUCIARY PARTNERS, INC.
CRD #157852 SEC #801-120194 WILMINGTON, NC 910-679-4093
SEC Registered
Total AUM
$413.9M
Discretionary
$406.9M
Employees
5
Clients
0
Accounts
934
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $413.9M | $406.9M | $7M | 5 | 11 |
| Oct 2025 | $413.9M | $406.9M | $7M | 5 | 11 |
| Mar 2025 | $413.9M | $406.9M | $7M | 5 | 11 |
| Jan 2025 | $173M | $168.9M | $4M | 6 | 12 |
| Aug 2024 | $173M | $168.9M | $4M | 6 | 12 |
| Aug 2024 | $173M | $168.9M | $4M | 5 | 12 |
| Mar 2024 | $173M | $168.9M | $4M | 6 | 12 |
| Mar 2024 | $173M | $168.9M | $4M | 6 | 12 |
| Jan 2024 | $141.9M | $138.6M | $3.3M | 7 | 4 |
| Jun 2023 | $141.9M | $138.6M | $3.3M | 7 | 4 |
| May 2023 | $141.9M | $138.6M | $3.3M | 7 | 4 |
| Feb 2023 | $141.9M | $138.6M | $3.3M | 7 | 4 |
| Oct 2022 | $152.9M | $144.3M | $8.6M | 6 | 0 |
| Aug 2022 | $152.9M | $144.3M | $8.6M | 6 | 0 |
| Feb 2022 | $152.9M | $144.3M | $8.6M | 7 | 0 |
| Feb 2022 | $152.9M | $144.3M | $8.6M | 7 | 0 |
| Feb 2022 | $152.9M | $144.3M | $8.6M | 7 | 0 |
| Jul 2021 | $122M | $102.5M | $19.5M | 6 | 0 |
| Jun 2021 | $122M | $102.5M | $19.5M | 6 | 0 |
| Mar 2021 | $122M | $102.5M | $19.5M | 6 | 0 |
| Jan 2021 | $108.4M | $90M | $18.4M | 6 | 0 |
| Dec 2020 | $108.4M | $90M | $18.4M | 6 | 0 |
| Mar 2012 | $48.6M | $4.9M | $43.7M | 1 | 26 |
| Feb 2012 | $48.6M | $4.9M | $43.7M | 1 | 26 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$413.9M
Discretionary$406.9M
Non-Disc.$7M
Employees5
Clients11
DateOct 2025
Total AUM$413.9M
Discretionary$406.9M
Non-Disc.$7M
Employees5
Clients11
DateMar 2025
Total AUM$413.9M
Discretionary$406.9M
Non-Disc.$7M
Employees5
Clients11
DateJan 2025
Total AUM$173M
Discretionary$168.9M
Non-Disc.$4M
Employees6
Clients12
DateAug 2024
Total AUM$173M
Discretionary$168.9M
Non-Disc.$4M
Employees6
Clients12
DateAug 2024
Total AUM$173M
Discretionary$168.9M
Non-Disc.$4M
Employees5
Clients12
DateMar 2024
Total AUM$173M
Discretionary$168.9M
Non-Disc.$4M
Employees6
Clients12
DateMar 2024
Total AUM$173M
Discretionary$168.9M
Non-Disc.$4M
Employees6
Clients12
DateJan 2024
Total AUM$141.9M
Discretionary$138.6M
Non-Disc.$3.3M
Employees7
Clients4
DateJun 2023
Total AUM$141.9M
Discretionary$138.6M
Non-Disc.$3.3M
Employees7
Clients4
DateMay 2023
Total AUM$141.9M
Discretionary$138.6M
Non-Disc.$3.3M
Employees7
Clients4
DateFeb 2023
Total AUM$141.9M
Discretionary$138.6M
Non-Disc.$3.3M
Employees7
Clients4
DateOct 2022
Total AUM$152.9M
Discretionary$144.3M
Non-Disc.$8.6M
Employees6
Clients0
DateAug 2022
Total AUM$152.9M
Discretionary$144.3M
Non-Disc.$8.6M
Employees6
Clients0
DateFeb 2022
Total AUM$152.9M
Discretionary$144.3M
Non-Disc.$8.6M
Employees7
Clients0
DateFeb 2022
Total AUM$152.9M
Discretionary$144.3M
Non-Disc.$8.6M
Employees7
Clients0
DateFeb 2022
Total AUM$152.9M
Discretionary$144.3M
Non-Disc.$8.6M
Employees7
Clients0
DateJul 2021
Total AUM$122M
Discretionary$102.5M
Non-Disc.$19.5M
Employees6
Clients0
DateJun 2021
Total AUM$122M
Discretionary$102.5M
Non-Disc.$19.5M
Employees6
Clients0
DateMar 2021
Total AUM$122M
Discretionary$102.5M
Non-Disc.$19.5M
Employees6
Clients0
DateJan 2021
Total AUM$108.4M
Discretionary$90M
Non-Disc.$18.4M
Employees6
Clients0
DateDec 2020
Total AUM$108.4M
Discretionary$90M
Non-Disc.$18.4M
Employees6
Clients0
DateMar 2012
Total AUM$48.6M
Discretionary$4.9M
Non-Disc.$43.7M
Employees1
Clients26
DateFeb 2012
Total AUM$48.6M
Discretionary$4.9M
Non-Disc.$43.7M
Employees1
Clients26
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--