DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Guidestone Advisors

Independent wealth managerDallas, TexasCRD 149624SEC 801-70177websiteIAPD
Legal name Guidestone Advisors, LLC
Latest filing Aug 11, 2026
First filing on the tape Dec 23, 2011 · 45 filings
SEC status approved since Jun 1, 2009
RAUM
$2.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$2.0B individuals and HNW
Advisors
25
registered through the firm on IAPD
RAUM per advisor
$78.3M
derived; firm RAUM over IAPD count
Employees
34
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$2.0B as of Aug 11, 2026
Jan 2, 2015$7.7M then
HNW client RAUM$1.1B as of Aug 11, 2026
Jan 2, 2019$22.0M then
State-registered IARs (5.B.3)22 as of Aug 11, 2026
Dec 23, 20110 then
Employees (5.A)34 as of Aug 11, 2026
Jan 2, 201318 then
Private funds: no history
RAUM +23% over the last fiscal year+25% a year over threeIARs 19 to 22
Practice profile
derived from the filing of Aug 11, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
RAUM per advisor
$78.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
83derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$390,994derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
25.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+23%derivedbetween the last two annual amendments
Advisor growth, one year
+16%derivedItem 5.B.3 between annual amendments
Client growth, one year
+11%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Financial planning clients
2,000reportedItem 5.H
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client securities (9.B.1.b)
  • a related person acts as qualified custodian (9.D.2)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.1B58%
  • Individuals$810M41%
  • Charitable organizations$2.5M0.1%
  • Corporations and businesses$1.2M0.1%
Individual clients
1,370reported
HNW clients
717reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
5,004reported
Financial planning clients
2,000reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=31.0 bank_owner=falsederived
Advisors registered through the firm
25 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Chad Michael BaileyChartered Financial AnalystDallas, TxJun 1, 200925 y0
Douglas WhiteCertified Financial PlannerDallas, TxSep 29, 200925 y0
Angela Mae McclainCertified Financial PlannerDallas, TxFeb 3, 201020 y0
Joshua Wayne BiggsCertified Financial PlannerDallas, TxJan 3, 201118 y0
Gary Preston CoatsCertified Financial PlannerDallas, TxJul 29, 201324 y1
Kyle Robert PhillipCertified Financial PlannerDallas, TxJun 10, 201416 y0
Taylor Lee FazandCertified Financial PlannerDallas, TxApr 4, 201613 y0
Kyle Vernon WheelerCertified Financial PlannerDallas, TxOct 3, 201610 y0
Jeffrey Eugene RobinsonCertified Financial Planner, Chartered Financial ConsultantDallas, TxJun 20, 201829 y2
Kimberly Ann AtchleyDallas, TxFeb 4, 201928 y2
Aubrey Hix CarlisleCertified Financial PlannerDallas, TxJun 7, 202119 y5
Jeffrey Scott WeathersCertified Financial PlannerDallas, TxJul 12, 202112 y0
Ryan James MillerDallas, TxJun 21, 202211 y1
William Gerald CaldwellCertified Financial PlannerDallas, TxJun 27, 202311 y0
Stephanie Jean MolinaDallas, TxNov 14, 202312 y2
Michael Eugene GladwinCertified Financial Planner, Chartered Financial ConsultantDallas, TxJan 30, 202419 y4
Brian Christopher DusekDallas, TxJul 8, 202412 y0
Emily Nicole SchulmanCertified Financial PlannerDallas, TxAug 8, 202411 y1
Robert Joseph WilliamsDallas, TxMar 4, 202511 y0
Chandler Robert BlakeCertified Financial PlannerDallas, TxMar 18, 202512 y3
Nicole Renee WilliamsDallas, TxAug 11, 202513 y4
John Michael HickeyDallas, TxNov 5, 202511 y0
Emma Grace CallawayDallas, TxMar 24, 202611 y0
Ansley DaleDallas, TxJun 12, 202610 y1
Isaak Dean McguireDallas, TxAug 20, 202610 y1
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Michael Chad Bailey · Presidentcontrol
    since 12/2016 · owns less than 5%
  • Scott Robert Cook · Chief Compliance Officer, Vice President And Secretary
    since 08/2017 · owns less than 5%
  • Lowell Jeremy Halpin · Treasurer
    since 08/2016 · owns less than 5%
Entity owners
  • Guidestone Advisors · Manager And Member
    direct · owns 75% or more
  • Guidestone Financial Resources Of The Southern Baptist Convention · Shareholder
    indirect · owns 75% or more of Guidestone Resource Management, Inc.
  • Guidestone Financial Resources Of The Southern Baptist Convention · Member
    indirect · owns 75% or more of Guidestone Advisors
  • Southern Baptist Convention · Member
    indirect · owns 75% or more of Guidestone Financial Resources Of The Southern Baptist Convention
  • Guidestone Resource Management, Inc. · Member
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
  • Guidestone Agency Services
    real estaten
  • Guidestone Capital Management
    investment adviserbanknRAUM $36B
  • Guidestone Financial Resources Of The Southern Baptist Convention
    pooled vehicle sponsorcustodiany
  • Guidestone Financial Services
    broker-dealern
  • Guidestone Investment Services
    investment advisern
  • Guidestone Risk Managment Co.
    real estaten
Advisers that list Guidestone Advisors as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Dallas, Tx · principal2540
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 4,414 to 5,004
    Jan 29, 2026 to Mar 30, 2026
  • Advisory employees · 21 to 24
    Jan 29, 2026 to Mar 30, 2026
  • BD registered reps · 26 to 31
    Jan 29, 2026 to Mar 30, 2026
  • Charity clients · unset to 1.0
    Jan 29, 2026 to Mar 30, 2026
  • HNW clients · 563 to 717
    Jan 29, 2026 to Mar 30, 2026
  • Individual clients · 1,321 to 1,370
    Jan 29, 2026 to Mar 30, 2026
  • Employees · 31 to 34
    Jan 29, 2026 to Mar 30, 2026
  • State-registered IARs · 19 to 22
    Jan 29, 2026 to Mar 30, 2026
  • Discretionary RAUM · $1.6B to $2.0B
    Jan 29, 2026 to Mar 30, 2026
  • HNW RAUM · $853M to $1.1B
    Jan 29, 2026 to Mar 30, 2026
  • Individual RAUM · $737M to $810M
    Jan 29, 2026 to Mar 30, 2026
  • RAUM · $1.6B to $2.0B
    Jan 29, 2026 to Mar 30, 2026
  • Accounts · 3,746 to 4,414
    May 30, 2024 to Mar 28, 2025
  • Advisory employees · 17 to 21
    May 30, 2024 to Mar 28, 2025
  • BD registered reps · 21 to 26
    May 30, 2024 to Mar 28, 2025
  • Corporate clients · unset to 1.0
    May 30, 2024 to Mar 28, 2025
  • HNW clients · 430 to 563
    May 30, 2024 to Mar 28, 2025
  • Individual clients · 1,159 to 1,321
    May 30, 2024 to Mar 28, 2025
  • Employees · 26 to 31
    May 30, 2024 to Mar 28, 2025
  • Financial planning clients · More than 500 to More than 500
    May 30, 2024 to Mar 28, 2025
  • State-registered IARs · 16 to 19
    May 30, 2024 to Mar 28, 2025
  • Discretionary RAUM · $1.3B to $1.6B
    May 30, 2024 to Mar 28, 2025
  • HNW RAUM · $640M to $853M
    May 30, 2024 to Mar 28, 2025
  • Individual RAUM · $653M to $737M
    May 30, 2024 to Mar 28, 2025
  • RAUM · $1.3B to $1.6B
    May 30, 2024 to Mar 28, 2025
  • Accounts · 3,108 to 3,746
    Oct 12, 2023 to Mar 28, 2024
  • HNW clients · 346 to 430
    Oct 12, 2023 to Mar 28, 2024
  • Individual clients · 993 to 1,159
    Oct 12, 2023 to Mar 28, 2024
  • State-registered IARs · 15 to 16
    Oct 12, 2023 to Mar 28, 2024
  • Discretionary RAUM · $992M to $1.3B
    Oct 12, 2023 to Mar 28, 2024
  • HNW RAUM · $466M to $640M
    Oct 12, 2023 to Mar 28, 2024
  • Individual RAUM · $526M to $653M
    Oct 12, 2023 to Mar 28, 2024
  • RAUM · $992M to $1.3B
    Oct 12, 2023 to Mar 28, 2024
  • Accounts · 2,507 to 3,108
    Mar 16, 2022 to Mar 31, 2023
  • Advisory employees · 16 to 17
    Mar 16, 2022 to Mar 31, 2023
  • Advisory activities · 2 to 4
    Mar 16, 2022 to Mar 31, 2023
  • BD registered reps · 18 to 21
    Mar 16, 2022 to Mar 31, 2023
  • HNW clients · 312 to 346
    Mar 16, 2022 to Mar 31, 2023
  • Individual clients · 761 to 993
    Mar 16, 2022 to Mar 31, 2023
  • Employees · 23 to 26
    Mar 16, 2022 to Mar 31, 2023
Signals
8 dated events
  • Douglas William Roberts left Guidestone Advisors for Clearwater Wealth Management (registered 2025-10-01)
    Feb 11, 2025 · Advisor changed firm · fact
  • Guidestone Advisors reported RAUM $1.3B, up 30% from $992.1M (2023-10-12 to 2024-03-28)
    Mar 28, 2024 · RAUM change · derived
  • Jonas Georg Roos left Guidestone Advisors for Capital Investment Advisors, Llc (registered 2024-01-09)
    Dec 18, 2023 · Advisor changed firm · fact
  • Ashley Rebecca Thacker left Guidestone Advisors for Brookstone Capital Management Llc (registered 2025-02-25)
    Jul 6, 2023 · Advisor changed firm · fact
  • Guidestone Advisors reported RAUM $978.1M, up 48% from $662.7M (2021-03-25 to 2022-03-16)
    Mar 16, 2022 · RAUM change · derived
  • Guidestone Advisors reported RAUM $662.7M, up 112% from $313.0M (2020-06-01 to 2021-03-25)
    Mar 25, 2021 · RAUM change · derived
  • Guidestone Advisors reported RAUM $313.0M, up 198% from $105.0M (2019-11-13 to 2020-01-24)
    Jan 24, 2020 · RAUM change · derived
  • Guidestone Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Feb 14, 2019 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
GUIDESTONE.ORG (ORGANIZATION WEB SITE THAT CONTAINS LINKS Treportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
214-720-6486reportedpublic record, Form ADV, Aug 11, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$78.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026