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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
About Tilia Fiduciary Partners, Inc.
Tilia Fiduciary Partners provides independent, fiduciary financial planning and personalized investment management for mid-to-late career professionals, small business owners, and tax-conscious retirees. The firm typically engages households with $1M+ in investable assets (or on a strong savings/liquidity-event path) and builds portfolios with meaningful use of ETFs alongside investment-grade and government fixed income. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WALKER LEE ABNEY
Financial Advisor, General Partner, MANAGING DIRECTOR, President
- CRD
- #5248339
- Ownership
- 50% but less than 75%
Ryan Edward Casey
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR, Secretary, TREASURER
- CRD
- #6776936
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Alexis Lynn Delia
Certified Financial Planner
- CRD
- #7770687
Thomas Paul Favor
--
- CRD
- #8182648
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,885,552 | $402,335 |
| Non-Discretionary | $9,765,277 | $542,515 |
| Total | $403,650,829 | $404,865 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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