Guidestone Investment Services

RIASEC Registered

Total AUM

$3.9B

Discretionary

$3.2B

81% of AUM

Avg account

$60.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 338335
Registered since: November 18, 2025
Website: www.guidestoneocio.com
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 an institutional RIA that serves primarily institutional clients and operates as a capital allocator. The firm is registered with the SEC, having registered in 2025. Its revenue model is percentage-of-AUM fees. Operationally, Guidestone acts in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) activities and the selection of third‑party advisers; it also provides portfolio management for businesses and institutions. The firm identifies as a domestic entity with individual ownership elements and does not report active ESG investing or multi‑state advisory activity. Guidestone maintains industry linkages across several operational categories: broker‑dealer relationships, other investment adviser affiliations, insurance company connections, and roles as sponsor or general partner/managing member of pooled investment vehicles.