# Guidestone Advisors

> 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.

- CRD: 149624
- Filed as: GUIDESTONE ADVISORS
- Legal name: Guidestone Advisors, LLC
- Also doing business as: GUIDESTONE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149624
- AdvisorCensus page: https://advisorcensus.com/firm/guidestone-advisors-dallas-tx-149624

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Investment Servicing (US) Inc.
- Charles Schwab & Co., Inc.
- Guidestone (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,956,532,760
- Discretionary: $1,956,532,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,370 | $809,937,447 |
| High net worth individuals | 717 | $1,142,916,601 |
| Charitable organizations | 1 | $2,498,221 |
| Corporations or other businesses not listed above | 1 | $1,180,491 |

### 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)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 34 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $662,721,806 | 17 | March 25, 2021 |
| October 2022 | $978,115,691 | 23 | March 16, 2022 |
| October 2023 | $992,107,918 | 26 | March 31, 2023 |
| October 2024 | $1,292,773,676 | 26 | May 30, 2024 |
| October 2025 | $1,591,991,122 | 31 | March 28, 2025 |
| October 2026 | $1,956,532,760 | 34 | August 11, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guidestone Advisors (CRD 149624): Form ADV filing data as of October 2026.