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 works primarily with individual and family clients. The firm, registered with the SEC in 2021, functions as a capital allocator and provides fee-based advice billed as a percentage of assets under management and on an hourly basis. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Tagstone is not identified as an active ESG investor.
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 1
William Culp
Founder and PresidentCRD 5994335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$256M in ETFs
80%
$204M
14%
$52.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.7M | 35,624 | 10.40% |
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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