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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-1999
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 22.5%, from $609.3M to $746.3M.
Across 5 reported observations, AUM increased 23.4% between March 30, 2022 and March 30, 2026, from $604.9M to $746.3M.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 3 advisory representatives and 64 clients, or 21.3 clients per representative. That equates to $11.7M in reported AUM per client.
The profile lists 4 reported office locations and 27 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GARY WILLIAM LUTES JR.
Partner
- CRD
- #5907559
- Ownership
- 25% but less than 50%
KEVIN ROBERT SCHWALL
Financial Professional, Manager
- CRD
- #5606521
- Ownership
- 25% but less than 50%
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| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Tillman Hartley LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Tillman Hartley LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.