T
Tilton-Steele International
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
Tilton-Steele works with high‑net‑worth individuals, families, trusts, endowments, foundations, charitable organizations and pension plans. The firm does not manage client assets or take custody; instead it arranges introductions between investors and independent investment advisors and, where appropriate, maintains contact to help ensure client satisfaction.
Rather than offering discretionary portfolio management, Tilton‑Steele screens and selects independent advisors using criteria such as stated investment philosophy, performance history relative to risk, and the advisor’s asset base. The firm monitors introduced portfolios in the context of those advisors’ rebalancing activity and is occasionally retained by clients on an hourly basis to provide research and analysis.
Tilton‑Steele is uncommon among independent advisors in that it does not provide portfolio management for individual clients and does not rely on percentage‑of‑AUM fee billing; its business is referral‑focused and it is compensated through referral arrangements with third‑party managers. The firm addresses conflicts by applying a uniform referral arrangement and centralizes portfolio review responsibility with the firm’s principal, reflecting a small, boutique referral model.
Client services
See schedule d--miscellaneous
Fee options
Hourly basis for research and analysis (specific rates not stated)
Fee-only: Hourly basis for research and analysis (specific rates not stated)
Main office location
Tilton-Steele International
111 South Calvert Street, Suite 2700
Baltimore MD 21202-3200, United States
Number of offices
0
Most active in
Tilton-Steele International has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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