AdvisorRanked
95
Clean

GUIDESTONE INVESTMENT SERVICES

5005 LYNDON B. JOHNSON FREEWAY, DALLAS, TX 75244-6152
Fiduciaryfee-onlySEC Registered
(214) 720-1198 www.guidestoneocio.com CRD #338335
$3.9B
Assets Managed
11
Clients
28
Employees
1
Years Active
since 2025

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 1 years.

Firm Details

Legal NameGUIDESTONE INVESTMENT SERVICES
CRD Number#338335
SEC RegisteredYes
Registration Date2025-11-18
States RegisteredTX
Assets Under Management$3.9B
Number of Clients11
Employees28
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is GUIDESTONE INVESTMENT SERVICES a fiduciary?

Yes. GUIDESTONE INVESTMENT SERVICES is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does GUIDESTONE INVESTMENT SERVICES charge clients?

GUIDESTONE INVESTMENT SERVICES uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does GUIDESTONE INVESTMENT SERVICES have any complaints?

No. GUIDESTONE INVESTMENT SERVICES has zero complaints or disciplinary actions on file with the SEC or FINRA across 1 years of operation.

How does GUIDESTONE INVESTMENT SERVICES compare to other advisors in DALLAS?

GUIDESTONE INVESTMENT SERVICES has a Red Flag Score of 95/100. There are 293 registered advisory firms in DALLAS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.