# Tilson Financial Group Inc

> Tilson Financial Group Inc is an SEC-registered investment advisory firm in New Providence, NJ, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 110890
- Filed as: TILSON FINANCIAL GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Providence, NJ
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110890
- AdvisorCensus page: https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890

## Quick answers

**How is Tilson Financial Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Tilson Financial Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tilson Financial Group Inc located?**
Tilson Financial Group Inc's principal office is in New Providence, NJ, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Tilson Financial Group Inc registered with the SEC or a state?**
Tilson Financial Group Inc is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 110890.

**How much does Tilson Financial Group Inc manage?**
Tilson Financial Group Inc reports $750,550,016 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (65% discretionary).

**How have Tilson Financial Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Tilson Financial Group Inc: Regulatory assets under management: $483,134,705 in the October 2021 data and $750,550,016 in the October 2026 data, up 55%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tilson Financial Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230); high net worth individuals (180); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does Tilson Financial Group Inc use?**
Tilson Financial Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Tilson Financial Group Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110890

**What changed in Tilson Financial Group Inc's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $750,550,016
- Discretionary: $489,437,360
- Non-discretionary: $261,112,656

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 230 | $145,626,263 |
| High net worth individuals | 180 | $513,874,841 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $72,893,794 |
| Charitable organizations | Fewer than 5 | $743,076 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $17,412,042 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, DE, FL, MA, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Whitehouse Station, NJ

### Websites listed on Form ADV (Item 1.I)
- login.bdreporting.com/Auth/tilson/SignIn
- tilsonfinancial.com
- tropeanomcgrady.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $483,134,705 | 10 | April 28, 2021 |
| October 2022 | $567,736,111 | 10 | March 9, 2022 |
| October 2023 | $503,679,000 | 10 | October 4, 2023 |
| October 2024 | $579,905,080 | 10 | March 11, 2024 |
| October 2025 | $640,222,338 | 9 | March 19, 2025 |
| October 2026 | $750,550,016 | 9 | August 28, 2026 |

Regulatory assets under management: $483,134,705 in the October 2021 data and $750,550,016 in the October 2026 data, up 55%.
Total employees: 10 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $640,222,338 to $750,550,016 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tilson Financial Group Inc (CRD 110890): Form ADV filing data as of October 2026.