$746.3M Total AUM
$730.1M Disc. AUM
13.7% 3Y CAGR
5 Employees
64 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-1999
- Office Locations
- 8
Office Locations
7900 E Union AVE Suite 1100 Denver CO
-- -- --
-- -- CO
About Tillman Hartley LLC
Founded in 1998, Tillman Hartley LLC is an independent, fee-only multi-family office and wealth management RIA. The firm delivers holistic, coordinated advice with tax and legal professionals and keeps a selective client roster for high-touch service. Its investment approach is largely public-markets oriented, with heavy use of ETFs and other registered funds; client assets are commonly held at custodians such as Schwab and Fidelity.
Team overview
37 AVG AGE
$248.8M AVG AUM / ADVISOR
$11.7M AVG AUM / CLIENT
17.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
G
GARY WILLIAM LUTES JR.
Partner
- CRD
- #5907559
- Ownership
- 25% but less than 50%
Available
Available
Available
KEVIN ROBERT SCHWALL
Financial Professional, Manager
- CRD
- #5606521
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $730,131,000 | $2,441,910 |
| Non-Discretionary | $16,216,000 | $5,405,333 |
| Total | $746,347,000 | $2,471,348 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing