Tagstone Capital, Inc.
Tagstone Capital, Inc. is an SEC-registered ria in Charlotte, NC with $368.9M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Tagstone Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158864, SEC 801-121704, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $368.9M (2026-02-17)
- Firm type
- Ria
- Location
- Charlotte, NC
- Employees
- 1
- Clients
- 38
- CRD
- 158864
- Ownership
- CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010; Hattenhauer, Paul, McDonald; CULP, WILLIAM, REID
How much AUM does Tagstone Capital, Inc. have?
Tagstone Capital, Inc. reported $368.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Tagstone Capital, Inc.?
Disclosed owners and executives of Tagstone Capital, Inc. include CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010, Hattenhauer, Paul, McDonald, CULP, WILLIAM, REID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.