# Tilly, Inc.

> Tilly, Inc. is a state-registered investment advisory firm in Raleigh, NC, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 300631
- Filed as: TILLY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300631
- AdvisorCensus page: https://advisorcensus.com/firm/tilly-inc-raleigh-nc-300631

## Quick answers

**How is Tilly, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tilly, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tilly, Inc. located?**
Tilly, Inc.'s principal office is in Raleigh, NC, according to its Form ADV.

**Is Tilly, Inc. registered with the SEC or a state?**
Tilly, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300631.

**Does Tilly, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300631

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- asktilly.com
- Facebook @asktilly
- Instagram @tillyfinancial
- LinkedIn @asktilly
- TikTok @asktilly
- X @ask_tilly

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tilly, Inc. (CRD 300631): Form ADV filing data as of October 2026.