# TAGSTONE CAPITAL, INC.

TAGSTONE CAPITAL, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 158864
- Type: SEC-registered investment adviser
- SEC file number: 801-121704
- Location: 6135 PARK SOUTH DRIVE, SUITE 597, CHARLOTTE, NC, 28210
- Phone: 704-533-8900
- Latest filing: 2026-02-17
- Regulatory AUM: $368.9M
- Discretionary AUM: $364.5M
- Non-discretionary AUM: $4.4M
- Clients: 1
- Accounts: 228

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Paul Mcdonald Hattenhauer | TRUSTEE | — |
| William Reid Culp | PRESIDENT, CCO | Charlotte, NC |
| CULP WILLIAM REID | PRESIDENT, CCO | — |
| Hattenhauer Paul McDonald | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158864/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158864/similar
- Related entities: https://search.stillhousedata.com/firm/158864/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158864

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.