Guidestone Advisors

RIASEC RegisteredEst. 2009

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$391K

Accounts

5,004

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 149624
Registered since: June 1, 2009
Website: www.guidestone.org
Custodians: GUIDESTONE, THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.42%
Individuals41.4%
Charitable Organizations0.13%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Guidestone Advisors operates as an SEC-registered limited liability company that began registration in 2009. The firm serves both individual and institutional clients and charges a mix of asset-based and fixed fees. Its advisory work covers financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also performs manager selection for external managers. The firm identifies itself as a capital allocator and holds industry affiliations that include broker-dealer functions, other adviser roles, CPO/CTA activities, insurance company relationships, and sponsor/GP or managing-member roles for pooled investment vehicles. Guidestone does not report being an active ESG investor and is not identified as a multi-state adviser.