Guidestone Investment Services
SEC-registered
Endowment & Foundation Advisor · Mid-sized ($1B–$10B)
CRD 338335
· SEC file 801-134547
· Dallas, TX
· www.guidestoneocio.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $3.9B
- Discretionary
- $3.2B
- Clients
- 14
- Avg AUM / client
- $279M
- Accounts
- 65
- Employees
- 28
AUM over time
$3.4B
$3.9B
Sep 12, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 14 | $3.9B | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $3.4B (88% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗