# Tillman Hartley LLC

> Tillman Hartley LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 109479
- Filed as: TILLMAN HARTLEY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109479
- AdvisorCensus page: https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479

## Quick answers

**How is Tillman Hartley LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tillman Hartley LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Tillman Hartley LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tillman Hartley LLC located?**
Tillman Hartley LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Tillman Hartley LLC registered with the SEC or a state?**
Tillman Hartley LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109479.

**How much does Tillman Hartley LLC manage?**
Tillman Hartley LLC reports $746,347,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary).

**How have Tillman Hartley LLC's assets and staff changed since 2021?**
In the Form ADV data for Tillman Hartley LLC: Regulatory assets under management: $540,234,000 in the October 2021 data and $746,347,000 in the October 2026 data, up 38%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tillman Hartley LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (11); charitable organizations (6).

**Which custodians does Tillman Hartley LLC use?**
Tillman Hartley LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Tillman Hartley LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109479

**What changed in Tillman Hartley LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $609,319,000 to $746,347,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it)

> The annual rate is usually between 0.35% and 1%. The maximum annual advisory fee is 1%, which is negotiable at the firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $746,347,000
- Discretionary: $730,131,000
- Non-discretionary: $16,216,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $6,498,000 |
| High net worth individuals | 46 | $638,215,000 |
| Charitable organizations | 6 | $101,634,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1999 (27 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, DE, FL, GA, MA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tillmanhartley.com
- Facebook @tillman-hartley-llc.
- LinkedIn @tillman-hartley-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $540,234,000 | 5 | March 26, 2021 |
| October 2022 | $604,891,000 | 5 | March 30, 2022 |
| October 2023 | $512,791,000 | 5 | April 19, 2023 |
| October 2024 | $569,548,000 | 5 | April 18, 2024 |
| October 2025 | $609,319,000 | 5 | March 28, 2025 |
| October 2026 | $746,347,000 | 5 | March 30, 2026 |

Regulatory assets under management: $540,234,000 in the October 2021 data and $746,347,000 in the October 2026 data, up 38%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $609,319,000 to $746,347,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tillman Hartley LLC (CRD 109479): Form ADV filing data as of October 2026.