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Tillman Hartley
Tillman Hartley was founded in 1998 by Michael Tillman after years of estate and tax work. Tillman retired as CEO in March 2024 and remains senior counsel.
Tillman Hartley
Tillman Hartley was founded in 1998 by Michael Tillman after years of estate and tax work. Tillman retired as CEO in March 2024 and remains senior counsel. The firm now serves successful individuals and families through coordinated financial planning rather than product sales. The firm allocates across public equities, fixed income, and private equity. It also maintains venture exposure through early-stage and expansion commitments. Geographic reach stays within North America. No specific portfolio holdings or co-investors appear in public materials. Five partners oversee operations from offices in Denver, Nashville, Gainesville, Asheville, and Athens. Michael Lambert leads proprietary software development. Gary Lutes and Benjamin Cannon handle portfolio construction and compliance. Kevin Schwall serves as managing partner. The firm belongs to the Palm Beach Hedge Fund Association and the CFA Institute. Succession moved from founder Michael Tillman to the current partner group without external capital or sale. Governance remains inside the RIA entity, separating advisory work from any affiliated operating businesses.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Denver
Corporate office
7900 E Union Ave, Denver, CO 80237, United States
Additional offices
Nashville, TN, United States · Gainesville, FL, United States · Asheville, NC, United States · Athens, GA, United States
Principals
Kevin Schwall
CEO and Partner
Michael Lambert
CFO and Partner
Gary Lutes
Partner
Benjamin Cannon
Partner and Chief Compliance Officer
Michael Tillman
Founding Partner and Senior Counsel
Sector focus
Frequently asked questions
Who runs investment decisions at Tillman Hartley?
Kevin Schwall serves as CEO and managing partner. Michael Lambert, Gary Lutes, and Benjamin Cannon act as partners with direct responsibility for portfolio design, compliance, and client reporting.
Is Tillman Hartley structured as a single family office or multi-family office?
The firm operates as a multi-family office and fee-only RIA. It serves multiple unrelated families rather than one founding family’s capital.
Does Tillman Hartley participate in fund commitments or only direct deals?
Public materials reference private equity and venture allocations but do not disclose specific fund commitments or direct co-investments.
Where does the underlying wealth come from?
The firm originated from Michael Tillman’s estate planning and tax law clients. No single operating company or industry fortune is identified as the primary capital source.
How is Tillman Hartley related to any philanthropic structures?
Michael Tillman co-founded the North Central Florida Community Foundation. The foundation operates separately from the RIA.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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