|
⚲
|
| Keyboard |
| Tilia Fiduciary Partners Inc
✚
|
|
|---|---|
| CRD # | 157852 |
| SEC # | 801-120194 |
| CIK # | 0001910210 |
| AUM | 403.7 M (2026-05-19) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 910-679-4093 |
| Address | 32 N Front Street Wilmington, NC 28401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Alphabet Inc | 5.8 | ||
| Microsoft Corp | 5.0 | ||
| KLA Tencor Corp | 4.9 | ||
| Wal Mart Stores Inc | 4.6 | ||
| Valero Energy Corp/Tx | 4.5 | ||
| McKesson Corp | 4.5 | ||
| Advanced Micro Devices Inc | 3.9 | ||
| Visa Inc | 3.7 | ||
| HCA Holdings Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 90.6 |
| (b) Individuals (high net worth individuals) | 77 | 305.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 997 | 403.7 |
| By Discretionary | ||
| Discretionary | 979 | 393.9 |
| Non-Discretionary | 18 | 9.8 |
| Total | 997 | 403.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.7 | |
| Total | 997 | 403.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910210] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 12 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Keystone Financial Planning Inc
✚
|
OH | 406.9 M |
|
United Wealth Management LLC
✚
|
406.6 M | |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 405.7 M |
|
Triton Wealth Management PLLC
✚
|
AZ | 405.1 M |
|
MB Generational Wealth LLC
✚
|
WA | 404.4 M |
|
Dupree Financial Group LLC
✚
|
KY | 404.4 M |
|
SFM LLC
✚
|
NH | 403.2 M |
|
Borer Denton & Associates Inc
✚
|
PA | 403.0 M |
|
Rational Investment Management LLC
✚
|
402.6 M | |
|
Leeward Financial Partners LLC
✚
|
401.5 M |