$368.9M Total AUM
$364.5M Disc. AUM
18.2% 3Y CAGR
1 Employees
38 ADV. Clients
14 yrs Firm Age
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- Custodian
- ADP · Charles Schwab & Company · State Street · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-28-2011
- Office Locations
- 1
Office Locations
6135 Park South Drive Suite 597 Charlotte NC
About Tagstone Capital, Inc.
TAGStone Capital is a Charlotte, NC wealth manager serving individuals, families, and private business owners. The firm provides goals-based wealth management, investment management, wealth preservation, and 401(k)/retirement services, emphasizing disciplined long-term investing over market forecasting. Portfolios appear ETF- and public-fund oriented, with custody through providers such as Charles Schwab.
Team overview
-- AVG AGE
$368.9M AVG AUM / ADVISOR
$9.7M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
WILLIAM REID CULP III
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5994335
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,505,213 | $1,687,524 |
| Non-Discretionary | $4,379,249 | $364,937 |
| Total | $368,884,462 | $1,617,914 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
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| Available | Available | Available | Available | Available | Available |
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