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| Tagstone Capital Inc
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|---|---|
| CRD # | 158864 |
| SEC # | 801-121704 |
| CIK # | 0001903044 |
| AUM | 368.9 M (2026-02-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-533-8900 |
| Address | 6135 Park South Drive Charlotte, NC 28210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 13.9 | ||
| Costco Wholesale Corp /NEW | 6.0 | ||
| Alphabet Inc | 5.9 | ||
| Johnson & Johnson | 4.9 | ||
| Nvidia Corp | 3.9 | ||
| Union Pacific Corp | 3.6 | ||
| TJX Companies Inc /DE/ | 3.6 | ||
| American Express Co | 2.9 | ||
| Apple Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 38 | 310.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 57.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 368.9 |
| By Discretionary | ||
| Discretionary | 216 | 364.5 |
| Non-Discretionary | 12 | 4.4 |
| Total | 228 | 368.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.9 | |
| Total | 228 | 368.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903044] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Willow Grove Advisors LLC
✚
|
CA | 369.8 M |
|
Valued Wealth Advisors LLC
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UT | 369.7 M |
|
MZ KARK & Associates Inc
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CO | 369.6 M |
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Boothe Investment Group Inc
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DE | 369.3 M |
|
Stonebridge Wealth Systems LLC
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NE | 369.1 M |
|
Integrity Wealth Solutions LLC
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CO | 369.0 M |
|
Gaddis Premier Wealth Advisors LLC
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|
OK | 368.5 M |
|
Peregrine Investment Advisors LLC
✚
|
MS | 368.4 M |
|
Highland Investment Advisors LLC
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|
FL | 368.3 M |
|
Blossom Wealth Management LLC
✚
|
368.2 M |