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Guidestone Investment Services

Dallas, TXSEC-registered investment adviserCRD 338335

Filed as GUIDESTONE INVESTMENT SERVICES

Guidestone Investment Services is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

0 years
registered since 2025
$3,906,919,547
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Guidestone Investment Services compensated?

On its Form ADV (Item 5.E, October 2026), Guidestone Investment Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Guidestone Investment Services located?

Guidestone Investment Services' principal office is in Dallas, TX, according to its Form ADV.

Is Guidestone Investment Services registered with the SEC or a state?

Guidestone Investment Services is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338335.

How much does Guidestone Investment Services manage?

Guidestone Investment Services reports $3,906,919,547 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (81% discretionary).

What types of clients does Guidestone Investment Services serve?

By number of clients on Form ADV Item 5.D: charitable organizations (14).

Which custodians does Guidestone Investment Services use?

Guidestone Investment Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.

Does Guidestone Investment Services 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/338335

What changed in Guidestone Investment Services' recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $3,376,099,603 to $3,906,919,547 (+16%). Employees performing advisory functions went from 8 to 11. Updated its list of owners and control persons (Schedule A).

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

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 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$3,906,919,547

$3,906,919,547 as of October 2026, filing dated March 31, 2026.

Discretionary: $3,168,820,871.Non-discretionary: $738,098,676.

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.D
Charitable organizations
Clients 14 Assets $3,906,919,547 (100%)

A 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
  • 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
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (0 years)
Employees
Total: 28. Performing investment advisory functions: 11.
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
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $3,376,099,603 to $3,906,919,547 (+16%).
    • Employees performing advisory functions went from 8 to 11.
    • Updated its list of owners and control persons (Schedule A).
  2. December 2025
    • Newly registered with the SEC.

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.I
guidestoneocio.com

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 Investment Services (CRD 338335): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/guidestone-investment-services-dallas-tx-338335