CHARLOTTE, NCCRD 158864Latest ADV February 17, 2026
Tagstone Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 17, 2026, reports $369M in regulatory assets under management, 1 employee, and 228 accounts.
Assets Under Management
$369M
Employees
1
Offices
--
Total Clients
38
Primary office
CHARLOTTE, NC
6135 PARK SOUTH DRIVE, SUITE 597, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
38
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of February 17, 2026
Discretionary98.8%
$365M
99% of total RAUM98.8%
Non-discretionary1.2%
$4M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$369M
Total Accounts228
10Y AUM Change+$251M (+212.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.