← Directory
TAGSTONE CAPITAL, INC.
CRD 158864File 801-121704
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$368.9M
Below cohort median (national)
Discretionary AUM
$364.5M
Non-discretionary $4.4M
Clients
38
228 accounts
Employees
1
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 13, 2021
- Principal office
- 6135 PARK SOUTH DRIVE, SUITE 597, CHARLOTTE, NC, 28210
- Phone
- 704-533-8900
- Website
- HTTPS://TAGSTONECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $368.9M
- Discretionary AUM
- $364.5M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 216
- Non-discretionary accounts
- 12
- Total accounts
- 228
- AUM per client
- $9.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $310.7M |
| Pension and profit sharing plans | Fewer than 5 | $57.5M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $745K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.