Tagstone Capital, Inc.
SEC RegisteredGoals-Based Wealth Management
About the firm
TAGStone is a fee-only registered investment advisor headquartered in Charlotte, NC. Independently owned and operated, the firm acts as a fiduciary, legally obligated to always act in the best interests of its clients. The firm serves successful entrepreneurs, individuals, families, and businesses, treating each client like family since its inception.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers goals-based wealth management, holistic wealth management (including investment management, cash flow planning, estate planning, asset protection planning, philanthropy, and tax planning), wealth preservation strategies using limited liability companies and irrevocable trusts, and 401(k) and retirement services for employee benefit plans and their fiduciaries.
Who they serve
Successful entrepreneurs, individuals, families, private foundations, retirement plans, and businesses, including closely-held business owners and companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 38 | $311M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $3,000,000 | 0.65% |
| Next $4,000,000 | 0.45% |
| Next $15,000,000 | 0.42% |
| Over $25,000,000 | 0.40% |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched