Guidestone Investment Services
DALLAS, TX
Form ADV and provider website profile · CRD 338335 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Guidestone Investment Services. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$3.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
65Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$3.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$738MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$3.9BTotal Firm AUM
$3.2BDiscretionary AUM
$738MNon-discretionary AUM
65Total accounts
49Discretionary accounts
16Non-discretionary accounts
Client Mix by Firm AUM
$3.9BFirm AUM
Charities100.0%
Reported Client Types
Source: Form ADV client recordsCharities100.0%
14 clients$3.9B firm assets
Reported total14 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $3.9B | 14 | 100.0% |
| Reported total | $3.9B | 14 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…