Tagstone Capital, Inc.

TAGStone Capital, Inc. is a registered investment adviser based in Charlotte, North Carolina, established under the laws of the State of North Carolina. The firm specializes in providing wealth management services to entrepreneurs and high net-worth individuals and families. Their services include investment selection, portfolio management, and performance monitoring, with a focus on asset allocation strategies. TAGStone Capital, Inc. manages $305,296,000 in discretionary and $3,845,000 in non-discretionary client assets as of December 31, 2024. The firm charges a percentage-based fee for wealth management services, with fees ranging from 0.40% to 1.00% based on assets under management. They do not accept performance-based fees or engage in side-by-side management. Clients have investment discretion over their accounts, with the firm providing recommendations and executing trades based on agreed-upon terms. TAGStone Capital, Inc. recommends Charles Schwab & Co., Inc. as the custodian for client accounts and does not maintain physical custody of client funds or securities. The firm operates under a code of ethics to ensure compliance with regulatory standards and client interests. W. Reid Culp III, the beneficial owner, has no reportable disciplinary information. The firm does not receive additional compensation beyond advisory fees and does not engage in other financial industry activities. Supervision is overseen by W. Reid Culp III, who serves as the President, Chief Compliance Officer, and sole advisory representative of TAGStone Capital, Inc.