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, corporation-structured registered investment advisor that registered with the SEC in 2021. The firm serves individuals and families and positions itself as a capital allocator, selecting third-party managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fees are charged as a percentage of assets under management and on an hourly basis. Tagstone is not identified as an active ESG investor and is not listed as a multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$267M in ETFs
79%
$211M
16%
$55.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.5M | 35,908 | 10.30% |
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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