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Tillman Hartley
Multifamily office listing in Denver, Colorado, United States.
- SEC-registered
- Founded 1998
- Regulatory AUM
- $746 million
- Employees
- 5
- Clients
- 0
- Founded
- 1998
Independent multi-family office and wealth management firm serving financially successful individuals and families with complex financial lives.1
Overview
Tillman Hartley says it was established in 1998 and operates as an independent multi-family office and wealth management firm. The firm lists offices in Denver, Colorado; Asheville, North Carolina; and Athens, Georgia.110
The firm provides wealth management and multi-family office services for clients with complex financial lives.2
History
Tillman Hartley reports that it was founded in 1998. The SEC’s Investment Adviser Public Disclosure record lists TILLMAN HARTLEY LLC, CRD 109479, as SEC-approved with an effective date of August 20, 1999.11
Timeline
- 1998Tillman Hartley says it was established in 1998 and operates as an independent multi-family office and wealth management firm.
- 1999The SEC’s Investment Adviser Public Disclosure record lists TILLMAN HARTLEY LLC, CRD 109479, as SEC-approved with an effective date of August 20, 1999.
Leadership
Kevin Schwall, CFA, is Managing Partner and has worked with Tillman Hartley since 2007.7
Mike Lambert is Partner and Chief Financial Officer. He has worked with Tillman Hartley since its 1998 founding, with responsibilities that include tax modeling, account management, and custodian liaison work.8
Services
Tillman Hartley’s multi-family office services include investment strategy, portfolio management, tax planning, estate and succession planning, family governance, financial education, philanthropy, risk coordination, and lifestyle support.3
The firm coordinates with clients’ tax professionals, estate planning attorneys, investment specialists, and other advisers through an integrated planning approach.6
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Trust and fiduciary
- Philanthropy
- Family governance and education
- Administration and bill pay
Client Focus
Tillman Hartley says it serves financially successful individuals and families, including entrepreneurs, executives, and retirees.5
Approach
Tillman Hartley describes its advice as independent, fee-only, and fiduciary, with recommendations intended to serve clients’ best interests.4
The firm reports that client assets are held in the clients’ names at Fidelity Investments or Charles Schwab.9
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $505 million | $376 million | $129 million |
| 2017 | $551 million | $402 million | $148 million |
| 2018 | $524 million | $474 million | $51 million |
| 2019 | $423 million | $423 million | $140,000 |
| 2020 | $483 million | $483 million | $123,000 |
| 2021 | $540 million | $540 million | $163,000 |
| 2022 | $605 million | $605 million | $0 |
| 2023 | $513 million | $513 million | $0 |
| 2025 | $609 million | $609 million | $0 |
| 2026 | $746 million | $730 million | $16 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $9 million |
| 2019 | $8 million |
| 2020 | $8 million |
| 2021 | $10 million |
| 2022 | $11 million |
| 2023 | $10 million |
| 2025 | $12 million |
| 2026 | $12 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 11 |
| High net worth individuals | 46 |
| Charities | 6 |
| Year | Employees |
|---|---|
| 2016 | 5 |
| 2017 | 5 |
| 2018 | 5 |
| 2019 | 5 |
| 2020 | 5 |
| 2021 | 5 |
| 2022 | 5 |
| 2023 | 5 |
| 2025 | 5 |
| 2026 | 5 |
Ranks #4 of 7 SEC-registered firms in CO on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 109479. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What does Tillman Hartley do?
Tillman Hartley provides wealth management and multi-family office services, including investment, tax, estate, governance, education, philanthropy, risk, and lifestyle support.23
Who does the firm serve?
The firm says it serves financially successful individuals and families, including entrepreneurs, executives, and retirees.5
Where does Tillman Hartley operate?
The firm lists offices in Denver, Colorado; Asheville, North Carolina; and Athens, Georgia.10
Related resources
- LocationMultifamily offices in Denver
This Denver directory gives a wealthy family or business owner a regional starting point for comparing multi-family office providers. It can help frame questions about investment management, tax planning, estate work, and ongoing administration when considering a firm serving complex financial lives in the area.
- Network siteEstatePlanner.com
EstatePlanner.com offers plain-language guides on wills, trusts, and related estate decisions. A reader can use these materials to prepare questions about trust and fiduciary services, estate planning, philanthropy, and how ownership or family circumstances may affect an overall plan.
- Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single-family offices and wealthy families. Its material can help readers understand governance, family education, administration, and investment topics before speaking with a multi-family office about coordinating these needs.
- GuideData privacy and security with an MFO
This privacy and security resource outlines issues families may consider when sharing financial, tax, estate, and payment information with a multi-family office. It can help a prospective client ask about data handling, access controls, confidentiality, and internal processes for bill pay and administration.
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Toro West Capital AdvisorsReviewing Alpha Capital Family Office, LLC, Cherry Creek Family Offices, and Toro West Capital Advisors gives readers additional points of comparison on this site. Comparing services, client focus, geography, and public information can help a family or business owner prepare a focused shortlist and meeting questions.
Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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