Tillman Hartley LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 109479
- Registered since
- August 20, 1999
- Website
- www.tillmanhartley.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.51%
- Charitable Organizations13.62%
- Individuals0.87%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tillman Hartley LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 1999. The firm serves both individual and family clients and institutional investors, operating as a capital allocator that hires third‑party managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation is primarily percentage‑of‑AUM with the option for fixed fees for some engagements. The firm’s profile shows a tilt toward equity exposure as the primary investment preference and a readiness to incorporate external managers and fund vehicles into client portfolios. The adviser does not identify as an active ESG investor on record.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds43%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Kevin Schwall
Chief Executive OfficerCRD 5606521
Contacts
3 of 3
Benjamin Cannon
PartnerCRD 6373834

Gary Lutes
PartnerCRD 5907559

Michael Lambert
PartnerCRD 4496136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$433M in ETFs
19%
$81.8M
81%
$351M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $73.1M | 1,647,465 | 16.89% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 7900 E Union Ave
- Time zone
- MT (UTC-7)
- Office locations
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