# Tagstone Capital, Inc.

> 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.

- CRD: 158864
- Filed as: TAGSTONE CAPITAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158864
- AdvisorCensus page: https://advisorcensus.com/firm/tagstone-capital-inc-charlotte-nc-158864

## Quick answers

**How is Tagstone Capital, Inc. compensated?**
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.

**Where is Tagstone Capital, Inc. located?**
Tagstone Capital, Inc.'s principal office is in Charlotte, NC, according to its Form ADV.

**Is Tagstone Capital, Inc. registered with the SEC or a state?**
Tagstone Capital, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158864.

**How much does Tagstone Capital, Inc. manage?**
Tagstone Capital, Inc. reports $368,884,462 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (99% discretionary).

**How have Tagstone Capital, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Tagstone Capital, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38).

**Which custodians does Tagstone Capital, Inc. use?**
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.

**Does Tagstone Capital, Inc. report any disciplinary disclosures?**
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

**What changed in Tagstone Capital, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $309,141,000 to $368,884,462 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- ADP Retirement Trust Services, LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $368,884,462
- Discretionary: $364,505,213
- Non-discretionary: $4,379,249

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $745,289 |
| High net worth individuals | 38 | $310,678,426 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $57,460,747 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tagstonecapital.com
- Facebook @tagstonecapital
- LinkedIn @tagstonecapital
- LinkedIn @reidculp
- X @reidculp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,161,467 | 1 | July 27, 2021 |
| October 2022 | $229,988,205 | 1 | March 30, 2022 |
| October 2023 | $229,791,000 | 1 | March 31, 2023 |
| October 2024 | $264,622,000 | 1 | February 7, 2024 |
| October 2025 | $309,141,000 | 1 | February 26, 2025 |
| October 2026 | $368,884,462 | 1 | February 17, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $309,141,000 to $368,884,462 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tagstone Capital, Inc. (CRD 158864): Form ADV filing data as of October 2026.