Overview
Assets Under Management: $1.6 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 563
Average Client Assets: $2 million
Frequently Asked Questions
GUIDESTONE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149624), GUIDESTONE ADVISORS, LLC is subject to fiduciary duty under federal law.
GUIDESTONE ADVISORS, LLC is headquartered in DALLAS, TX.
GUIDESTONE ADVISORS, LLC serves 563 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, GUIDESTONE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GUIDESTONE ADVISORS, LLC manages $1.6 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, GUIDESTONE ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 563
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,414
Discretionary Accounts: 4,414
Regulatory Filings
CRD Number: 149624
Filing ID: 1953747
Last Filing Date: 2025-03-28 13:39:00
Website: https://guidestone.org