Shawn Dustin Hudspeth
Investment adviser representative at Tilia Fiduciary Partners, Inc.
14 yearsExperience
2 statesRegistered in
$403.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Tilia Fiduciary Partners, Inc.Jan 2026 to now
- University of North CarolinaAug 2024 to now
- Tilia Fiduciary Partners, Inc.Aug 2022 to Aug 2024
- Trident UniversityJan 2022 to Jul 2022
- U.S.M.C.Jun 2017 to Dec 2021
- Lakeside School DistrictJun 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Tilia Fiduciary Partners, Inc.
$403.7MAssets managed
356Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7750723
- Firm CRD
- 157852