Guidestone Advisors

RIASEC Registered

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 LLC is an independent registered investment adviser that has been SEC-registered since 2009. The firm operates as a capital allocator serving both individual/family and institutional clients and combines percentage-of-AUM and fixed-fee billing. Advisory services disclosed on its filings include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. The firm is structured with domestic entity and individual ownership and reports affiliations across the financial services ecosystem, including broker‑dealer relationships, other investment advisers, CPO/CTA activities, insurance company ties, and roles as sponsor/GP/managing member of pooled investment vehicles. Guidestone does not describe itself as an active ESG investor.