Guidestone Advisors

RIASEC Registered
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$391K
Accounts
5,004
Employees
34
Advisory reps
27

Firm details

Headquarters
Dallas, Texas
CRD number
149624
Registered since
June 1, 2009
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 LLC is an independent registered investment adviser that has been SEC-registered since 2009. The firm operates as a capital allocator serving both individual/family and institutional clients and combines percentage-of-AUM and fixed-fee billing. Advisory services disclosed on its filings include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. The firm is structured with domestic entity and individual ownership and reports affiliations across the financial services ecosystem, including broker‑dealer relationships, other investment advisers, CPO/CTA activities, insurance company ties, and roles as sponsor/GP/managing member of pooled investment vehicles. Guidestone does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Other 2%98%
  • Public Funds/Mutual Funds98%
  • Other2%

Contacts

3 of 27
  • Kyle Phillip

    Kyle Phillip

    ManagerCRD 5669808

  • Stephanie Molina

    Stephanie Molina

    Senior Compliance AnalystCRD 5115805

  • Angela Mcclain

    Angela Mcclain

    Financial AdvisorCRD 5272935

Unlock 24 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth