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GUIDESTONE INVESTMENT SERVICES

DALLAS, TX · CRD 338335 · IAPD ↗ · guidestoneocio.com · (214) 720-1198

$3.91BRegulatory AUM
11Advisory reps
28Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — GUIDESTONE INVESTMENT SERVICES grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
90
December 2025 — GUIDESTONE INVESTMENT SERVICES (DALLAS, TX) is newly SEC-registered with $3.38B RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.