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Guidestone Advisors

Guidestone Advisors. CRD 149624

G

CRD: 149624

Guidestone Advisors

Dallas, TX, 75244
214-720-6486
www.guidestone.org
$1.6B Total AUM
$1.6B Disc. AUM
17.6% 3Y CAGR
31 Employees
1,896 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
BNY Mellon ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
TimberHarbor +more
Established Date
06-01-2009
Office Locations
1

Office Locations

5005 LBJ Freeway Ste. 2200 Dallas TX

About Guidestone Advisors

GuideStone Advisors supports churches, ministries, faith-aligned institutions and Christian households with biblically aligned retirement, insurance and investment solutions. The firm emphasizes values-based investment options aimed at building financial resilience. For organizations, GuideStone pairs plan and investment support with an HR-friendly platform, reporting and training designed for ministry benefits teams.

Team overview

39 AVG AGE
$75.8M AVG AUM / ADVISOR
$839.7K AVG AUM / CLIENT
7 yrs AVG TENURE
31 Employees
21 Advisory Reps
19 RIA Reps
16yrs Firm Age

Insights

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Accredited Investors

Wave

Asset Classes

Frontier Capital

Client Personas

Radial

Custodian

Eagle North frontier Optima frontier Wave glacier Value

Investment Themes

Atlas Pioneer delta Crest Radial alpha Bridge signal

Investment Vehicles

Wave vertex

Platform

Summit

Services

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Technology

Element momentum Optima Vertex eagle Ember

Owner & Executives

C

CHAD MICHAEL BAILEY

Managing Director, President

CRD
#5567481
Ownership
Less than 5%
(753) 880-3133
alpha.meridian@radialcapital.com
in linkedin.com/in/pioneer-oak
R

ROBERT SCOTT COOK

Chief Compliance Officer, Secretary, VICE PRESIDENT

CRD
#5587943
Ownership
Less than 5%
(348) 354-1991
delta.oak@vectorcapital.com
in linkedin.com/in/beacon-alpha
I

Insight vertex

Insight peak optima

CRD
#70923
Ownership
38.9%
(332) 847-5453
quantum.alpha@pathwaycapital.com
in linkedin.com/in/capital-wave

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Contacts

K

KIMBERLY ANN ATCHLEY

Operations Manager

CRD
#6335942
(331) 420-7647
signal.ridge@vitalcapital.com
in linkedin.com/in/atlas-ember
J

JOSHUA WAYNE BIGGS

--

CRD
#5423474
(452) 582-2738
prime.horizon@beaconcapital.com
in linkedin.com/in/prime-crest
R

Ridge bridge

Summit focus insight

CRD
#87109
(744) 505-1636
legacy.vital@insightcapital.com
in linkedin.com/in/delta-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2021
03-16-2022
10-12-2023
05-30-2024
03-28-2025
Category Assets AVG. Account size
Discretionary $1,591,991,122 $360,669
Non-Discretionary $0 --
Total $1,591,991,122 $360,669

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Separately Managed Accounts

Total SMA Asset: $1,591,991,122

$1.6B Total SMA
Public Funds:
53.9%
Other:
46.1%
Asset class Assets Assets %
Public Funds $1,293,522,836 53.9%
Other $1,106,334,003 46.1%
Total $2,399,856,839 100.0%

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