TAGSTONE CAPITAL, INC.

TAGSTONE CAPITAL, INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 158864). Regulatory assets under management: $368.9M.

Registration

• CRD: 158864
• SEC file number: 801-121704
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158864 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search