About TAGStone
Independent by design. Personal by choice.
TAGStone Capital is a fee-only registered investment adviser headquartered in Charlotte, North Carolina. Independently owned and operated, we act as a fiduciary, obligated to act in our clients' best interest. We serve successful entrepreneurs, individuals, families, and businesses, and have treated our clients like family since our founding. Our structure is corporate; our attitude is collaboration.
Being fee-only means our only compensation comes from our clients. We do not work on commission, accept referral fees, or receive other compensation, which reduces the conflicts of interest common to commission-based advice. It also means the advice you receive comes directly from the person who founded the firm—so it's only right you meet him first.
Meet Reid
Reid Culp, President & Founder
Reid is an investment adviser representative of TAGStone Capital, Inc. As a representative of a fee-only firm, he is able to focus on advice for each client. He builds customized investment management for successful entrepreneurs, families, private foundations, retirement plans, and businesses, specializing in strategic asset allocation and managing individual fixed-income and equity securities.
Beyond investments, he helps clients with estate, tax, asset-protection, and charitable planning. Reid graduated with Distinction from the Kenan-Flagler Business School at UNC Chapel Hill with a B.S. in Business Administration. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER professional.
Outside the office, he enjoys reading, golf, and hiking, and time with his wife, Brittany, and their sons, Will and Graham.
What defines us
The principles our firm is built on.
Independent
Independence from outside and private-equity owners lets us act in our clients' best interest.
Client-Focused
We help you build a financial foundation strong enough to stand on as you reach your personal and business goals.
Global Reach
Through our custodian (Schwab) and institutional fund managers, clients gain access to markets and securities around the world.