Tagstone Capital, Inc.
● SEC registered since 2021CRD 158864SEC# 801-121704Charlotte, NC
Reg. AUM
$368.9M
Employees
1
Accounts
228
Location
Charlotte, NC
Tagstone Capital, Inc. assets under management
Tagstone Capital, Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $368.9 million in regulatory assets under management and employs 1 people.
Tagstone Capital, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Culp Gst Investment Trust #re 678 U/A Dtd 12/24/2010 Control | Trust | Over 75% | 2011 |
| William Reid Culp Control | President, Cco | Under 5% | 2011 |
| Paul McDonald Hattenhauer Control | Trustee | — | 2018 |
Frequently asked questions
How much does Tagstone Capital, Inc. manage?
Tagstone Capital, Inc. reports $368.9 million in regulatory assets under management on its Form ADV.
How many employees does Tagstone Capital, Inc. have?
Tagstone Capital, Inc. reports 1 employees.
Where is Tagstone Capital, Inc. located?
Tagstone Capital, Inc. is based in Charlotte, NC and has been SEC-registered since 2021.
Does Tagstone Capital, Inc. disclose fund performance?
Tagstone Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6135 Park South Drive, Suite 597, Charlotte, NC 28210 |
| Phone | 704-533-8900 |
| Fax | 704-551-5700 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1903044 |
| Discloses disciplinary history | No |
Regulatory AUM
$368.9M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$368.9Mregulatory AUM
Discretionary $364.5MNon-discretionary $4.4M