TC
TAGSTONE CAPITAL, INC.
SEC RegisteredCHARLOTTE, NChttps://tagstonecapital.com704-533-8900
Assets Under Management
$100M–$500M
Employees
1
Office Locations
1 office
Total Accounts
228
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 38 | $311M |
0 total clients reported on Form ADV.
Leadership
William Reid Culp
PRESIDENT, CCO
Culp Gst Investment Trust #re 678 U/a Dtd 12/24/2010
TRUST
Paul McDonald Hattenhauer
TRUSTEE
Office locations
1 office in 1 state
NC
CHARLOTTEHQ
Regulatory & compliance
CRD number
#158864
SEC Number
801-121704
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
tagstonecapital.comPhone
704-533-8900Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TAGSTONE CAPITAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.