Tilton-Steele International
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
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
111 South Calvert Street, Suite 2700
Baltimore MD 21202-3200
Advisors at this office
1
Most active in
Maryland
Also doing business as
Sciacqua, Renato Theodore · Tilton Steele International
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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.
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