Guidestone Advisors (Dallas)
Guidestone Advisors is a related adviser based in Dallas. It manages $60.14 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Guidestone Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
Guidestone Advisors: assets under management
The assets under management (AUM) of Guidestone Advisors is $60.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 567% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 94% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 6% of the firm’s portfolio.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Guidestone Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients James Webster Hixson serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of James Webster Hixson is individuals with 65 clients and $38.18 million of assets under management. Among the 2 most similar advisory firms, Guidestone Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $60.14 million for 82 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Guidestone Advisors doesn't advise any private funds.
Careers at Guidestone Advisors
The company employs 18 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Webster Hixson has been acting as President since 1 Jul 2008. Charles Darren Gaddis joined the executive team most recently as the Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Dallas
The principal office where Guidestone Advisors performs its advisory services is located at 5005 Lbj Freeway, Dallas, TX 75244 6152, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-720-6486 or by fax 866-692-6327. The normal business hours are 8:00 am-5:00 pm ct on Monday - Friday. You can find more information about the New York firm at guidestone.org (organization web site that contains links to all guidestone affiliates' websites).
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