Satellite Beach, FL Office

Tillman Hartley provides personalized financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. Services described in the brochure include portfolio management, written financial plans, retirement plan and consulting services, sub‑advisory arrangements, and a trademarked Family Board of Directors™ offering for complex multi‑generational families.

The firm says its investment process is grounded in Modern Portfolio Theory and implemented through customized Investment Policy Statements, model portfolios, and ongoing discretionary rebalancing; allocations may include individual stocks, bonds, ETFs, municipal and corporate bonds, futures and options, alternative investments, and global exposures. Clients receive at least quarterly reviews and reporting, and the adviser notes use of third‑party platforms and providers (e.g., Black Diamond reporting, Dimensional Fund Advisors) to support portfolio construction and performance reporting.

Notable features in the brochure that distinguish Tillman Hartley from many peers are its scale relative to headcount — roughly $746 million managed for about 57 clients, producing a high AUM‑per‑advisor profile — and its continued sponsorship of a legacy wrap fee program for certain accounts. The firm also discloses reliance on referral and solicitor arrangements (stating it does little general advertising and may compensate referring parties under Solicitors Agreements) and emphasizes its Family Board of Directors™ service with a typical $40 million threshold, signaling a focus on a relatively small number of large, complex client relationships.