{
  "crd_number": 158864,
  "slug": "tagstone-capital-inc-charlotte-nc-158864",
  "primary_business_name": "TAGSTONE CAPITAL, INC.",
  "legal_name": "TAGSTONE CAPITAL, INC.",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-13",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 368884462.0,
  "raum_discretionary": 364505213.0,
  "raum_non_discretionary": 4379249.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 745289.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 57460747.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 310678426.0,
      "count": 38
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://facebook.com/tagstonecapital",
    "https://linkedin.com/company/tagstonecapital",
    "https://linkedin.com/in/reidculp",
    "https://tagstonecapital.com",
    "https://twitter.com/reidculp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158864",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/tagstone-capital-inc-charlotte-nc-158864",
  "display_name": "Tagstone Capital, Inc.",
  "summary": "Tagstone Capital, Inc. is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Tagstone Capital, Inc. (CRD 158864): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Tagstone Capital, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tagstone Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Tagstone Capital, Inc. located?",
      "a": "Tagstone Capital, Inc.'s principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Tagstone Capital, Inc. registered with the SEC or a state?",
      "a": "Tagstone Capital, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158864."
    },
    {
      "q": "How much does Tagstone Capital, Inc. manage?",
      "a": "Tagstone Capital, Inc. reports $368,884,462 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (99% discretionary)."
    },
    {
      "q": "How have Tagstone Capital, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tagstone Capital, Inc.: Regulatory assets under management: $118,161,467 in the October 2021 data and $368,884,462 in the October 2026 data, up 212%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tagstone Capital, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (38)."
    },
    {
      "q": "Which custodians does Tagstone Capital, Inc. use?",
      "a": "Tagstone Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Retirement Trust Services, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tagstone Capital, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158864"
    },
    {
      "q": "What changed in Tagstone Capital, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $309,141,000 to $368,884,462 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 118161467.0,
      "total_employees": 1,
      "filing_date": "2021-07-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 229988205.0,
      "total_employees": 1,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 229791000.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 264622000.0,
      "total_employees": 1,
      "filing_date": "2024-02-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 309141000.0,
      "total_employees": 1,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 368884462.0,
      "total_employees": 1,
      "filing_date": "2026-02-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $309,141,000 to $368,884,462 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "ADP Retirement Trust Services, LLC",
      "name_as_filed": "ADP RETIREMENT TRUST SERVICES, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tagstone-capital-inc-charlotte-nc-158864.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 745289.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 310678426.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 57460747.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158864",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}