Tagstone Capital, Inc.
Tagstone Capital, Inc. (CRD# 158864) is a financial advisory firm headquartered in Charlotte, NC. They manage $264,622,000 in 184 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management265MILLION
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Total Number of Accounts184ACCOUNTS
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Average Account Value$1,438,163
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Tagstone Capital, Inc.
1
William Culp (CRD# 5994335) is an Investment Advisor Representative working at Tagstone Capital, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.
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