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Guidestone Advisors

Guidestone Advisors. CRD 149624

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CRD: 149624

Guidestone Advisors

$2.0B Total AUM
$2.0B Disc. AUM
-- 3Y CAGR
34 Employees
2,105 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Charles Schwab & Company · SEI
Clients
Retail and Institutional
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.

Reported data analysis

What the numbers show

Between March 28, 2025 and August 11, 2026, reported AUM increased 22.9%, from $1.6B to $2.0B.

Across 5 reported observations, AUM increased 100.0% between March 16, 2022 and August 11, 2026, from $978.1M to $2.0B.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 24 advisory representatives and 2,105 clients, or 87.7 clients per representative. That equates to $929.5K in reported AUM per client.

The profile lists 1 reported office location and 17 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

39 AVG AGE
$81.5M AVG AUM / ADVISOR
$929.5K AVG AUM / CLIENT
6.7 yrs AVG TENURE
34 Employees
24 Advisory Reps
22 RIA Reps
17yrs Firm Age

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Available data coverage

  • Accredited Investors
  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

C

CHAD MICHAEL BAILEY

Managing Director, President

CRD
#5567481
Ownership
Less than 5%
R

ROBERT SCOTT COOK

Chief Compliance Officer, Secretary, VICE PRESIDENT

CRD
#5587943
Ownership
Less than 5%

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Contacts

K

KIMBERLY ANN ATCHLEY

Operations Manager

CRD
#6335942
JOSHUA WAYNE BIGGS

JOSHUA WAYNE BIGGS

--

CRD
#5423474

Showing 2 of 27 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
10-12-2023
05-30-2024
03-28-2025
08-11-2026
Category Assets AVG. Account size
Discretionary $1,956,532,760 $390,994
Non-Discretionary $0 --
Total $1,956,532,760 $390,994

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Separately Managed Accounts

SMA allocation detail is available

Guidestone Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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