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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CULP, WILLIAM, REID | I | PRESIDENT, CCO | NA | Control |
| CULP, WILLIAM, REID | I | PRESIDENT, CCO | NA | Control |
| CULP, WILLIAM, REID | I | PRESIDENT, CCO | NA | Control |
| CULP, WILLIAM, REID | I | PRESIDENT, CCO | NA | Control |
| CULP, WILLIAM, REID | I | PRESIDENT, CCO | NA | Control |
| CULP, WILLIAM, REID | I | PRESIDENT, CCO | NA | Control |
| CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010 | DE | TRUST | E | Control |
| CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010 | DE | TRUST | E | Control |
| CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010 | DE | TRUST | E | Control |
| CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010 | DE | TRUST | E | Control |
| CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010 | DE | TRUST | E | Control |
| CULP GST INVESTMENT TRUST #RE 678 U/A DTD 12/24/2010 | DE | TRUST | E | Control |
| Hattenhauer, Paul, McDonald | I | TRUSTEE | E | Control |
| Hattenhauer, Paul, McDonald | I | TRUSTEE | E | Control |
| Hattenhauer, Paul, McDonald | I | TRUSTEE | E | Control |
| Hattenhauer, Paul, McDonald | I | TRUSTEE | E | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (1)
NC
Address
1515 MOCKINGBIRD LANE4TH FLOOR
CHARLOTTE, NC 28209-3298
United States
Phone: 704-533-8900