AdvisorCensus / Financial advisors / Texas / Dallas / Guidestone Advisors
Guidestone Advisors
Filed as GUIDESTONE ADVISORS · Legal name Guidestone Advisors, LLC
Guidestone Advisors is an SEC-registered investment advisory firm in Dallas, TX, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.
Quick answers
From the filingHow is Guidestone Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Guidestone Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Guidestone Advisors located?
Guidestone Advisors' principal office is in Dallas, TX, according to its Form ADV.
Is Guidestone Advisors registered with the SEC or a state?
Guidestone Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149624.
How much does Guidestone Advisors manage?
Guidestone Advisors reports $1,956,532,760 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).
How have Guidestone Advisors' assets and staff changed since 2021?
In the Form ADV data for Guidestone Advisors: Regulatory assets under management: $662,721,806 in the October 2021 data and $1,956,532,760 in the October 2026 data, up 195%. Total employees: 17 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Guidestone Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,370); high net worth individuals (717); charitable organizations (1).
Which custodians does Guidestone Advisors use?
Guidestone Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Investment Servicing (US) Inc., Charles Schwab & Co., Inc. and Guidestone (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.
Does Guidestone Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149624
What changed in Guidestone Advisors' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 21 to 24. Regulatory assets under management went from $1,591,991,122 to $1,956,532,760 (+23%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,956,532,760 as of October 2026, filing dated August 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Guidestone Advisors, LLC
- Also doing business as
- GUIDESTONE
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 34. Performing investment advisory functions: 24.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
51 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,956,532,760 | 34 | August 11, 2026 |
| October 2025 | $1,591,991,122 | 31 | March 28, 2025 |
| October 2024 | $1,292,773,676 | 26 | May 30, 2024 |
| October 2023 | $992,107,918 | 26 | March 31, 2023 |
| October 2022 | $978,115,691 | 23 | March 16, 2022 |
| October 2021 | $662,721,806 | 17 | March 25, 2021 |
Regulatory assets under management: $662,721,806 in the October 2021 data and $1,956,532,760 in the October 2026 data, up 195%.
Total employees: 17 in October 2021 and 34 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 21 to 24.
- Regulatory assets under management went from $1,591,991,122 to $1,956,532,760 (+23%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Guidestone Advisors (CRD 149624): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/guidestone-advisors-dallas-tx-149624