Tilia Fiduciary Partners, Inc.

Overview

Tilia Fiduciary Partners, Inc. is an SEC registered investment adviser based in Wilmington, NC, registered since 2012. It reports $404M in assets under management across 997 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$404M

Discretionary

98%

Accounts

997

Average account

$405K

Employees

8

Advisory reps

5

Registered since

2012

Jurisdictions

9

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Walker Lee Abney President, Managing Director CRD 5248339
• Ryan Edward Casey Secretary, Treasurer, Managing Director CRD 6776936

Advisory reps 3 of 5

• Walker Lee Abney Investment Adviser Rep CRD 5248339
• Ryan Edward Casey Investment Adviser Rep CRD 6776936
• Alexis Lynn Delia Investment Adviser Rep CRD 7770687

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

32 N Front St
Wilmington, NC 28401

County

New Hanover

Metro area

Wilmington, NC

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: tiliapartners.com

Every state, with registration dates

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