Guidestone Investment Services
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
FINTRXOverview
Guidestone Investment Services is an institutional registered investment adviser organized as a corporation that positions itself as a capital allocator for institutional clients. It is SEC-registered (2025) and charges fees based on a percentage of assets under management. The firm’s advisory activities emphasize portfolio management for businesses and institutions and the selection of other advisers. Guidestone also identifies as a CPO/CTA and maintains industry roles that include broker-dealer relationships, acting as an insurance company affiliate, and serving as sponsor, general partner, or managing member of pooled investment vehicles. The firm reports it does not pursue active ESG investing and operates with a domestic ownership structure.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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 9Timothy Bray
Vice President, Portfolio ManagementCRD 8157578
George Bass
TrusteeCRD 8159492
James Coursey
Associate Investment AdvisorCRD 7630856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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