TAGSTONE CAPITAL, INC.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 158864
- Registered since
- August 13, 2021
- Website
- tagstonecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., ADP RETIREMENT TRUST SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.22%
- Pension & Profit Sharing Plans15.58%
- Individuals0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tagstone Capital, Inc. is an independent registered investment adviser that acts as a capital allocator for individual and family clients. Formed as a corporation and SEC-registered in 2021, the firm markets fee arrangements based on a percentage of assets under management and hourly charges. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Tagstone is not flagged as an active ESG investor and reports operations at a single-state scale.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents4%
Contacts
1 of 1WILLIAM CULP
Founder and PresidentCRD 5994335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$230M in ETFs
78%
$179M
15%
$51.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23.3M | 35,621 | 10.13% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 6135 Park South Dr
- Time zone
- ET (UTC-5)
- Office locations
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