Guidestream Financial, Inc.
- Regulatory AUM
- $263M
- Discretionary
- $247M
- Clients
- 882
- Avg AUM / client
- $299K
- Accounts
- 1,710
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 815 | $133M | 50.7% |
| High net worth individuals | 39 | $75.2M | 28.5% |
| Charitable organizations | 28 | $54.8M | 20.8% |
| Corporations and other businesses | Fewer than 5 | $27.3K | 0.01% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Olson, Mark, Steven | President / Chief Executive Officer | Jun 2009 (17y) | Less than 5% | |
| Toy, Charles, Robert | Director | Jun 2009 (17y) | Less than 5% | |
| Ganton, Lloyd, George | Director | Jan 2014 (13y) | Less than 5% | |
| Goodnight, David, Russell | Director | Jan 2014 (13y) | Less than 5% | |
| Roberts, Lawrence, Paul | Director | Jan 2014 (13y) | Less than 5% | |
| Chan, Kwok, Cheung | Director | Jan 2017 (10y) | Less than 5% | |
| Crothers, William, Clark | Director | Jan 2018 (9y) | Less than 5% | |
| Whitehead, Matthew, Henry | Director | Jan 2020 (7y) | Less than 5% | |
| Button, Bradley, W. | Director | Jan 2021 (6y) | Less than 5% | |
| Logan, Eric, W. | Director | Jan 2021 (6y) | Less than 5% | |
| Sheilds, Andrea, L. | Director | Jan 2021 (6y) | Less than 5% | |
| Hall, Beth, Marie | Chief Financial Officer | Jan 2022 (5y) | Less than 5% | |
| Adams, Joshua, Daniel | Chief Operating Officer | Oct 2023 (3y) | Less than 5% | |
| Crupper, Joseph | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| William Scott Blakemore | Registered representative | Feb 2010 (17y) | ||
| Jennifer Darlene De Biasi | Registered representative | Jul 2022 (4y) | ||
| Ridge Edwards Foco | Registered representative | CFP | Dec 2022 (4y) | |
| Kirk Alan Hoffman | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Levi Christopher Conner | Registered representative | Chartered Financial Consultant | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Free Methodist Foundation | Owner | Jun 2009 | A | 75% or more |
| Free Methodist Church Usa | Parent Of Free Methodist Free Foundation | Jun 2009 | B | 75% or more of Guidestream Financial, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 04/08/2026 | 975 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $263M (100% of AUM) Jul 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗