GUIDESTONE ADVISORS

RIASEC RegisteredEst. 2009

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 is an SEC-registered investment adviser and limited liability company that operates alongside insurance broker-dealer activities. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its business model blends advisory services with capital allocation responsibilities and includes roles as sponsor, general partner, or managing member of pooled investment vehicles. Investment activity is concentrated in pooled public vehicles rather than direct security selection. The firm charges a mix of percentage-of-assets and fixed fees, and it does not identify as an active ESG investor. Guidestone’s adviser activities and its classification as an insurance broker-dealer point to a practice that integrates retirement- and insurance-related investment solutions with model portfolios built from mutual funds and other pooled products.