TAGSTONE CAPITAL, INC.
CRD #158864 SEC #801-121704 CHARLOTTE, NC 704-533-8900
SEC Registered
Total AUM
$309.1M
Discretionary
$305.3M
Employees
1
Clients
26
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $309.1M | $305.3M | $3.8M | 1 | 0 |
| Feb 2024 | $264.6M | $261M | $3.6M | 1 | 0 |
| Mar 2023 | $229.8M | $228.5M | $1.3M | 1 | 0 |
| Mar 2022 | $230M | $228.4M | $1.6M | 1 | 0 |
| Jul 2021 | $118.2M | $116.6M | $1.6M | 1 | 4 |
| Jun 2021 | $118.2M | $116.6M | $1.6M | 1 | 4 |
DateFeb 2025
Total AUM$309.1M
Discretionary$305.3M
Non-Disc.$3.8M
Employees1
Clients0
DateFeb 2024
Total AUM$264.6M
Discretionary$261M
Non-Disc.$3.6M
Employees1
Clients0
DateMar 2023
Total AUM$229.8M
Discretionary$228.5M
Non-Disc.$1.3M
Employees1
Clients0
DateMar 2022
Total AUM$230M
Discretionary$228.4M
Non-Disc.$1.6M
Employees1
Clients0
DateJul 2021
Total AUM$118.2M
Discretionary$116.6M
Non-Disc.$1.6M
Employees1
Clients4
DateJun 2021
Total AUM$118.2M
Discretionary$116.6M
Non-Disc.$1.6M
Employees1
Clients4