GUIDESTONE INVESTMENT SERVICES

RIASEC RegisteredEst. 2025
Total AUM
$3.9B
Discretionary
$3.2B
81% of AUM
Avg account
$60.1M
Accounts
65
Employees
28
Advisory reps
10

Firm details

Headquarters
DALLAS, Texas
CRD number
338335
Registered since
November 18, 2025
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Guidestone Investment Services is a corporation focused on institutional portfolio management and serving as a capital allocator. The firm is registered with the SEC (registered year listed as 2025) and operates with a percentage-of-AUM fee model. Its stated advisory activities emphasize portfolio management for businesses and institutions and the selection of other advisers, indicating a mix of direct portfolio oversight and manager selection/delegation. Guidestone is also listed as a CPO or CTA and as sponsor/GP/managing member of pooled investment vehicles, signaling active involvement in structuring and operating pooled investment products rather than solely making third‑party allocations. The firm is not an active ESG investor and is not structured as a multi‑state adviser. Guidestone’s industry affiliations span broker-dealer relationships, other investment adviser roles, insurance company links and direct roles in pooled vehicles. Those affiliations suggest an operational model that combines internal product management with distribution or intermediary relationships and outsourced manager usage where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Private Funds 66%, Public Funds/Mutual Funds 27%, Exchange Traded Equities 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%66%
  • Private Funds66%
  • Public Funds/Mutual Funds27%
  • Exchange Traded Equities3%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • MATTHEW WOLFE

    Chief Compliance OfficerCRD 6095205

Contacts

3 of 9
  • Timothy Bray

    Vice President, Portfolio ManagementCRD 8157578

  • George Bass

    TrusteeCRD 8159492

  • James Coursey

    Associate Investment AdvisorCRD 7630856

Unlock 6 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