Tagstone Capital, Inc.

$368.9MAssets under management
as of Feb 2026 · SEC Form ADV
Charlotte, NC
Visit website
1 person on Advicer connected to this.

Tech stack

No one at Tagstone Capital, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Tagstone Capital, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $185M held · filed Feb 2024
Reliance Trust Company
Per Form ADV · $39M held · filed Feb 2024