GA
Guidestone Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 149624
· SEC file 801-70177
· Dallas, TX
·
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 2,089
- Avg AUM / client
- $937K
- Accounts
- 5,004
- Employees
- 34
AUM over time
$0
$2.0B
Dec 2013
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,370 | $810M | 41.4% |
| High net worth individuals | 717 | $1.1B | 58.4% |
| Charitable organizations | 1 | $2.5M | 0.13% |
| Corporations and other businesses | 1 | $1.2M | 0.06% |
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Michael Bailey | President | CFA | Jun 2009 (17y) | Less than 5% |
| Halpin, Jeremy, Lowell | Treasurer | Aug 2016 (10y) | Less than 5% | |
| Cook, Robert, Scott | Chief Compliance Officer, Vice President And Secretary | Aug 2017 (9y) | Less than 5% | |
| Douglas White | Registered representative | CFP | Sep 2009 (17y) | |
| Angela Mae Mcclain | Registered representative | CFP | Feb 2010 (16y) | |
| Joshua Wayne Biggs | Registered representative | CFP | Jan 2011 (16y) | |
| Gary Preston Coats | Registered representative | CFP | Jul 2013 (13y) | |
| Kyle Robert Phillip | Registered representative | CFP | Jun 2014 (12y) | |
| Taylor Lee Fazand | Registered representative | CFP | Apr 2016 (10y) | |
| Kyle Vernon Wheeler | Registered representative | CFP | Oct 2016 (10y) | |
| Jeffrey Eugene Robinson | Registered representative | CFP Chartered Financial Consultant | Jun 2018 (8y) | |
| Kimberly Ann Atchley | Registered representative | Feb 2019 (7y) | ||
| Aubrey Hix Carlisle | Registered representative | CFP | Jun 2021 (5y) | |
| Jeffrey Scott Weathers | Registered representative | CFP | Jul 2021 (5y) | |
| Ryan James Miller | Registered representative | Jun 2022 (4y) | ||
| William Gerald Caldwell | Registered representative | CFP | Jun 2023 (3y) | |
| Stephanie Jean Molina | Registered representative | Nov 2023 (3y) | ||
| Michael Eugene Gladwin | Registered representative | CFP Chartered Financial Consultant | Jan 2024 (3y) | |
| Brian Christopher Dusek | Registered representative | Jul 2024 (2y) | ||
| Emily Nicole Schulman | Registered representative | CFP | Aug 2024 (2y) | |
| Robert Joseph Williams | Registered representative | Mar 2025 (1y) | ||
| Chandler Robert Blake | Registered representative | CFP | Mar 2025 (1y) | |
| Nicole Renee Williams | Registered representative | Aug 2025 (1y) | ||
| John Michael Hickey | Registered representative | Nov 2025 (1y) | ||
| Emma Grace Callaway | Registered representative | Mar 2026 (0y) | ||
| Ansley Dale | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guidestone Advisors | Manager And Member | Feb 2019 | A | 75% or more |
| Guidestone Resource Management, Inc. | Member | Feb 2019 | A | 10% – 25% |
| Southern Baptist Convention | Member | Aug 1999 | B | ≈ 5.63% – 25% via Guidestone Financial Resources Of The Southern Baptist Convention |
| Guidestone Financial Resources Of The Southern Baptist Convention | Shareholder | Apr 2014 | B | ≈ 7.5% – 25% via Guidestone Resource Management, Inc. |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Southern Baptist Convention: 75% – 100% of Guidestone Financial Resources Of The Southern Baptist Convention × 75% – 100% of Guidestone Resource Management, Inc. × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Guidestone Financial Resources Of The Southern Baptist Convention: 75% – 100% of Guidestone Resource Management, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Guidestone Financial Resources Of The Southern Baptist Conventio $1.6B (80% of AUM) Mar 2026
- BNY Mellon $370M (19% of AUM) Mar 2026
- Charles Schwab & Co. $26.6M (1% 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗