|
⚲
|
| Guidestone Advisors LLC
✚
|
|
|---|---|
| CRD # | 149624 |
| SEC # | 801-70177 |
| CIK # | |
| AUM | $2.0 B (2026-03-30) |
| Employees | 34 (71% Investors, 91% Brokers) |
| Phone | 214-720-6486 |
| Address | 5005 LBJ Freeway Dallas, TX 75244-6152 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,370 | 809.9 |
| (b) Individuals (high net worth individuals) | 717 | 1,142.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,004 | 1,956.5 |
| By Discretionary | ||
| Discretionary | 5,004 | 1,956.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,004 | 1,956.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 1,952.6 | |
| Total | 5,004 | 1,956.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Comperio Retirement Consulting Inc
✚
|
NC | 2.0 |
|
Lee Danner & Bass Inc
✚
|
TN | 2.0 |
|
Center for Financial Planning Inc
✚
|
MI | 2.0 |
|
Shapiro Capital Management LLC
✚
|
GA | 2.0 |
|
Evolution Wealth Advisors LLC
✚
|
FL | 2.0 |
|
PCM Encore LLC
✚
|
CO | 1.9 |
|
Sisung Investment Management Services LLC
✚
|
LA | 1.9 |
|
RVW Wealth LLC
✚
|
CA | 1.9 |
|
Rebalance LLC
✚
|
CA | 1.9 |
|
Fourthought Financial Partners LLC
✚
|
FL | 1.9 |