Tillman Hartley LLC
Tillman Hartley LLC is an independent registered investment advisory firm headquartered in Denver, Colorado, with additional offices throughout the region. Founded around the year 1999, the firm provides fee-only financial planning and portfolio management, primarily serving financially successful individuals, families, high net worth clients, and charitable organizations. The firm is small, with approximately five employees (four of whom are investment professionals), known for its stable staff and long-term client relationships. Tillman Hartley LLC offers wealth management, consulting, and financial planning services, and is led by CEO Kevin Schwall.
Investment Strategy
Tillman Hartley LLC employs a comprehensive, client-centered investment approach that integrates holistic wealth management and customized financial planning. The firm specializes in building diversified portfolios balancing risk and reward, with strategies tailored to each client’s long-term financial goals, estate planning, and tax circumstances. Its advisory services include portfolio management for individuals and small businesses, financial planning, market timing, consulting, and coordination with other professional advisors. The firm operates on a fee-only basis, aligning its interests with clients and emphasizing personalized, unbiased guidance.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 17.92% | $63.4M | 1,768,165 | $24.30 | $35.84 | +$4.1M |
D DFUV | DIMENSIONAL ETF TRUST | 9.07% | $32.1M | 759,096 | $34.48 | $42.28 | -$2.9M |
D DFAS | DIMENSIONAL ETF TRUST | 5.85% | $20.7M | 324,881 | $52.99 | $63.71 | -$853.7K |
D DFCF | DIMENSIONAL ETF TRUST | 5.80% | $20.5M | 485,361 | $41.82 | $42.26 | -$2.5M |
D DFAT | DIMENSIONAL ETF TRUST | 5.40% | $19.1M | 353,917 | $45.63 | $53.96 | -$1.1M |