Overview
Assets Under Management: $309 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 37
Average Client Assets: $7 million
Frequently Asked Questions
TAGSTONE CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158864), TAGSTONE CAPITAL, INC. is subject to fiduciary duty under federal law.
TAGSTONE CAPITAL, INC. is headquartered in CHARLOTTE, NC.
TAGSTONE CAPITAL, INC. serves 37 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, TAGSTONE CAPITAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TAGSTONE CAPITAL, INC. manages $309 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, TAGSTONE CAPITAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.06
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 211
Discretionary Accounts: 200
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 158864
Last Filing Date: 2025-02-26 00:00:00
Website: https://tagstonecapital.com