Tillman Hartley LLC

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Assets, Funds, Holdings

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Tillman Hartley LLC
CRD #109479
SEC #801-56787
CIK #0001966355
AUM 746.3 M (2026-03-30)
Employees 5 (60% Investors, 0% Brokers)
Phone352-335-9015
Address7900 E Union Ave
Denver, CO 80237
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
80064048032016001999200820172027
CIK Period
0001966355
Sector Form 13F Holdings Value ($M)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 11 6.5
(b) Individuals (high net worth individuals) 46 638.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 101.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 302 746.3
By Discretionary
Discretionary 299 730.1
Non-Discretionary 3 16.2
Total 302 746.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 746.3
Total 302 746.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001966355]
Firm Profile (Form ADV)
Discretionary AUM$0.4B
Clients1
ServesInstitutional, Retail
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Carr Financial Group Corporation
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