GUIDESTONE ADVISORS
GUIDESTONE ADVISORS, LLC Legal Name
Adviser information for GUIDESTONE ADVISORS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 21 |
| Registered State Investment Advisers | 16 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,746 | $1.3B |
| Non-Discretionary | 0 | $0 |
| Total | 3,746 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,159 | $652.7M |
| HNW Individuals | 430 | $640.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 33 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70177 |
|---|---|
| SEC ERA File Number | 801-70177 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 149624 |
| Legal Entity Identifier | None |
Principal Office
5005 LBJ FREEWAYSTE. 2200
DALLAS
TX
United States
Monday - Friday, 8:00 AM-5:00 PM CT
Tel: 214-720-6486, Fax: 866-692-6327
Chief Compliance Officer
SCOTT COOK
VICE PRESIDENT, SECRETARY
5005 LBJ FREEWAY
STE. 2200
DALLAS
TX
United States
Tel:
214-720-4641
Fax:
866-692-6327
S*********@*************G
(Full email address available in API data)
Regulatory Contact
CHAD BAILEY
PRESIDENT
5005 LBJ FREEWAY
STE. 2200
DALLAS
TX
United States
Tel:
214-720-6486
Fax:
866-692-6327
C**********@*************G
(Full email address available in API data)
Industry Affiliates
| GUIDESTONE AGENCY SERVICES | Insurance company or agency |
| GUIDESTONE CAPITAL MANAGEMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | Sponsor, GP, manager of pooled investment vehicles |
| GUIDESTONE FINANCIAL SERVICES | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| GUIDESTONE INVESTMENT SERVICES | Other investment adviser, including financial planners |
| GUIDESTONE RISK MANAGEMENT CO. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAILEY, CHAD, MICHAEL | Individual | – | PRESIDENT | 12/2016 | < 5% |
| SOUTHERN BAPTIST CONVENTION | Domestic Entity | GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | 08/1999 | > 75% |
| HALPIN, JEREMY, LOWELL | Individual | – | TREASURER | 08/2016 | < 5% |
| COOK, ROBERT, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND SECRETARY | 08/2017 | < 5% |
| GUIDESTONE RESOURCE MANAGEMENT, INC. | Domestic Entity | – | MEMBER | 02/2019 | 10-25% |
| GUIDESTONE ADVISORS | Domestic Entity | – | MANAGER AND MEMBER | 02/2019 | > 75% |
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | Domestic Entity | GUIDESTONE RESOURCE MANAGEMENT, INC. | SHAREHOLDER | 04/2014 | > 75% |
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | Domestic Entity | GUIDESTONE ADVISORS | MEMBER | 06/2008 | > 75% |