Guidestone Capital Management

RIASEC RegisteredEst. 2001
Total AUM
$36.2B
Discretionary
$36.2B
100% of AUM
Avg account
$1.3B
Accounts
27
Employees
35
Advisory reps
7

Firm details

Headquarters
Dallas, Texas
CRD number
112319
Registered since
May 29, 2001
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Guidestone Capital Management operates as an institutional registered investment adviser organized as an LLC and SEC-registered since 2001. The firm serves an institutional client base and charges fees as a percentage of assets under management. Regulatory classifications and reported activities show the firm functions in roles beyond a traditional RIA: it lists CPO/CTA activity and portfolio management for investment companies, and is affiliated in filings with broker-dealers, other investment advisers, insurance companies, and as a sponsor/GP/managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Matthew Wolfe

    Matthew Wolfe

    Chief Compliance OfficerCRD 6095205

  • Patti Almanza

    Patti Almanza

    Chief Compliance OfficerCRD 4067774

Contacts

3 of 5
  • Melanie Childers

    Melanie Childers

    Vice PresidentCRD 2445414

  • Erin Wynne

    Managing DirectorCRD 8022701

  • Joshua Chastant

    Portfolio ManagerCRD 8022721

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5005 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth