TILSON FINANCIAL GROUP INC

CRD

110890

SEC file #

801-64633

EIN

223323780

DBA names

—

Economics

AUM

$750.6M

AUM band

$500M-$1B

AUM trajectory

'20 · $358.2M

'21 · $421.9M

'22 · $483.1M

'23 · $567.7M

'25 · $640.2M

'26 · $750.6M

'20'26

$358.2M → $750.6M▲ +110%

sec adv history

Client mix

Individuals Other	230
Individuals High Net Worth	180
Pension Profit Sharing Plans	24
Corporations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 8 advisors

'25 · 7 advisors

'26 · 7 advisors

'20'26

8 advisors → 7 advisors▼ -12%

sec adv history

Primary office

NEW PROVIDENCE NJ

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

02/24/2026

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TILSON, ROBERT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TILSON, ROBERT

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001964820

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-02-06

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0001964820-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5712

Soi Zip Pct 200k Plus

0.356

Soi Zip Returns 200k Plus

2200

Soi Zip Total AGI

1,318,579

Fdic Zip Total Deposits

12,408,128,000

Fdic Zip Branch Count

175

Fdic Zip Top Banks

Bank of America, National Association

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

98 FLORAL AVENUESUITE 103NEW PROVIDENCE, NJ 07974

Business

98 FLORAL AVENUESUITE 103NEW PROVIDENCE, NJ 07974

Edgar EIN

223323780

Edgar Recent Filings

13F-HR2026-04-29 · 0001964820-26-000003

13F-HR2026-02-05 · 0001964820-26-000001

Fdic Zip Branches Raw

Collective BankNew Providence, NJ

First Nationwide Bank, A FSBMurray Hill, NJ

Fdic Zip HHI

807.09

Fdic Zip Top Bank Share Pct

14.94

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	10,784
Returns	1,120

Stub 2

AGI	21,485
Returns	570

Stub 3

AGI	31,761
Returns	510

Soi Zip Total Business Income

34,675

Soi Zip Total Cap Gains

66,599

Soi Zip Total Dividends

55,875

Soi Zip Total Returns

6,180

Top Owner CRD

1685948

Trust Company Affiliate