Tagstone Capital, Inc.
- Regulatory AUM
- $369M
- Discretionary
- $365M
- Clients
- 38
- Avg AUM / client
- $9.7M
- Accounts
- 228
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $745K | 0.2% |
| High net worth individuals | 38 | $311M | 84.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $57.5M | 15.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bullard Enterprises 401(k) Profit Sharing Plan & Trust Bullard Enterprises Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Reid Culp | President, Cco | CFP CFA | Jul 2011 (15y) | Less than 5% |
| Hattenhauer, Paul, Mc Donald | Trustee | Mar 2018 (8y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Culp Gst Investment Trust #Re 678 U/A Dtd 12/24/2010 | Trust | Jul 2011 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bullard Enterprises 401(k) Profit Sharing Plan & Trust | Bullard Enterprises Llc | 447 | $5.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $257M (70% of AUM) Feb 2026
- Reliance Trust Company $39.4M (15% of AUM) Feb 2024
- Adp Retirement Trust Services, Llc $32.8M (9% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗