Guidestone Investment Services: new SEC registration, $3,907M AUM, Dallas, TX
Guidestone Investment Services (Dallas, Texas): new SEC registration, $3,907M AUM, Dallas, TX. Its amount of 3,907 is top-decile (98th percentile of 1,149 records). Dated 351 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 3,907 · 98th percentile of 1,149 NewRiaPulse records · 29.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Guidestone Investment Services |
| Legal name | Guidestone Investment Services |
| CRD | 338335 |
| Status | Approved |
| Registered with the SEC | 2025-11-18 |
| Latest Form ADV filing | 2026-03-31 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $3,906,919,547 |
| Accounts | 65 |
| Employees | 28 |
| Website | https://www.guidestoneocio.com |
| amount percentile | 98th of 1,149 (median 134, 29.2x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Guidestone Investment Services and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Guidestone Investment Services's amount: 98th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $3,907M under management.
- Website on file.
What is the NewRiaPulse record for Guidestone Investment Services in Dallas, Texas?
Guidestone Investment Services received SEC registration as an investment adviser (2025-11-18) with $3,906,919,547 in regulatory assets under management, based in Dallas, TX.
How does Guidestone Investment Services compare to other Texas NewRiaPulse records?
This is a top-decile record: its amount of 3,907 is 29.2x the median of 134 across 1,149 records. It is 351 days old; check the official source for later updates before acting.
Guidestone Investment Services vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Guidestone Investment Services | Dallas, TX | 3,907 | 98th | 2025-11-18 |
| Quaero Capital Sa | Geneva | 3,208 | 97th | 2026-08-27 |
| Covalis (Gibraltar) Limited | Midtown, Queensway | 4,760 | 98th | 2026-08-21 |
| Covalis Capital LLP | London | 4,789 | 98th | 2026-09-02 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.