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TAGSTONE CAPITAL, INC.
CRD 158864 · SEC 801-121704
6135 PARK SOUTH DRIVE, SUITE 597, CHARLOTTE, NC, 28210, United States
Phone
704-533-8900
Fax
704-551-5700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.9M
Discretionary AUM
$364.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $310.7M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD