Tillman Hartley LLC

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Client assets under management

$644,713,000

Clients

81% high-net-worth

Advisors

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$11,310,754

About

Tillman Hartley provides personalized financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. Services described in the brochure include portfolio management, written financial plans, retirement plan and consulting services, sub‑advisory arrangements, and a trademarked Family Board of Directors™ offering for complex multi‑generational families.

The firm says its investment process is grounded in Modern Portfolio Theory and implemented through customized Investment Policy Statements, model portfolios, and ongoing discretionary rebalancing; allocations may include individual stocks, bonds, ETFs, municipal and corporate bonds, futures and options, alternative investments, and global exposures. Clients receive at least quarterly reviews and reporting, and the adviser notes use of third‑party platforms and providers (e.g., Black Diamond reporting, Dimensional Fund Advisors) to support portfolio construction and performance reporting.

Notable features in the brochure that distinguish Tillman Hartley from many peers are its scale relative to headcount — roughly $746 million managed for about 57 clients, producing a high AUM‑per‑advisor profile — and its continued sponsorship of a legacy wrap fee program for certain accounts. The firm also discloses reliance on referral and solicitor arrangements (stating it does little general advertising and may compensate referring parties under Solicitors Agreements) and emphasizes its Family Board of Directors™ service with a typical $40 million threshold, signaling a focus on a relatively small number of large, complex client relationships.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Family Business Multi-generational wealth transfer Wealth management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Mid-Career Professionals

Fee options

Fixed

Fixed fees for financial planning services, negotiated per client and situation, with no prepayment over $1,200 six months in advance.

Percentage

$0+: 0.35% - 1.0% annually, negotiable $40,000,000+: 0.35% - 1.0% annually for Family Board of Directors™ clients

Other

Account minimum: $1,000,000 Minimum fee: Tillman Hartley may charge a set minimum fee if the percentage fee on assets is insufficient to cover the scope of the work.

Main office location

Tillman Hartley LLC

7900 E Union Ave, Suite 1100

Denver CO 80237, United States

Number of offices

Most active in

California · Colorado · Delaware · Florida · Georgia · Massachusetts · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 352-335-9015

Advisors at this firm

Kevin S

CFA®, Series 65

Denver, CO

Tillman Hartley LLC

Kevin Schwall is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Tillman Hartley LLC since 2007. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

Family Business Multi-generational wealth transfer Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals

Benjamin C

Series 65

Athens, GA

Tillman Hartley LLC

Benjamin Cannon is a financial advisor at Tillman Hartley LLC in Athens, GA, holding a Series 65 designation with 11 years of industry experience. He has been with Tillman Hartley LLC since 2014. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

Family Business Multi-generational wealth transfer Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals

Gary L

CFA®, Series 65

Candler, NC

Tillman Hartley LLC

Gary Lutes Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Tillman Hartley LLC since 2004. He holds a Series 65 license and works out of Candler, NC. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring.

Family Business Multi-generational wealth transfer Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals

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