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 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
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 1MATTHEW 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
Similar firms
TAILWATER CAPITAL
RIADALLAS, TX
TRANSWESTERN INVESTMENTS
RIADALLAS, TX
MERIT ENERGY COMPANY
RIADALLAS, TX
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
RIADALLAS, TX
REGAN CAPITAL
RIADALLAS, TX
TURTLE CREEK TRUST
RIADALLAS, TX