Tillman Hartley LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 30, 2026, reports $746M in regulatory assets under management, 5 employees, 3 offices, and 302 accounts.
Assets Under Management
$746M
Employees
5
Offices
3 offices
Total Clients
63
Primary office
DENVER, CO
7900 E UNION AVE, SUITE 1100, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.0% of total clients.
Top client categories% of clientsClients
1
HNWI
73.0%
46
2
Individuals
17.5%
11
3
Charitable
9.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$746Mas of March 30, 2026
Discretionary97.8%
$730M
98% of total RAUM97.8%
Non-discretionary2.2%
$16M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$746M
Total Accounts302
10Y AUM Change+$196M (+35.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.