# Tillman Hartley

Tillman Hartley is a Multi Family Office based in Denver, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** 7900 E Union Ave, Denver, CO 80237, United States
- **Founded:** 1998
- **Assets under management:** $609M (Altss estimate)
- **Website:** tillmanhartley.com
- **LinkedIn:** https://www.linkedin.com/company/tillman-hartley-llc

## Regulatory record

- **CRD number:** 109479
- **SEC file number:** 801-56787
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109479

## About

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.

## Sectors

- Healthcare Services
- Private Equity

## Offices

- Nashville, TN, United States
- Gainesville, FL, United States
- Asheville, NC, United States
- Athens, GA, United States

## People

- 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

## 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.

### 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.

## Related profiles

- [Alpha Capital Management](https://altss.com/profile/alpha-capital-management)
- [Central Family Advisors](https://altss.com/profile/central-family-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tillman-hartley-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology