Tagstone Capital, Inc.

TAGStone Capital provides wealth management and investment advisory services primarily to entrepreneurs, high‑net‑worth individuals and families, and also offers advisory and educational services to employee benefit plans and fiduciaries. Services include investment selection, portfolio management and performance monitoring, along with financial planning, estate planning and asset protection planning that the firm states it may provide at no additional cost.

The firm’s investment approach centers on long‑term asset allocation implemented mainly through structured asset‑class mutual funds and ETFs from institutional managers, with an emphasis on low‑cost, diversified exposures and tax‑aware implementation while not prioritizing tax management as the primary objective. Accounts are generally managed on a discretionary basis, the firm may use managed‑account platforms for access to outside managers, and it executes trades through institutional custodians with the option to aggregate or separate trades based on client‑specific considerations.

Notable for its scale relative to staff, the firm manages roughly $364 million in client assets with a single advisory representative across a small client base of 38 clients, resulting in an unusually high AUM‑per‑advisor profile for its category. The firm also discloses access to institutional‑only fund offerings (such as certain DFA funds) and provides ad hoc special‑project planning and 401(k) plan support, features that can affect portability or continuity of fund access if a client changes advisers.