Wealth manager, independent · Vienna, VA
Yeske Buie Inc.
SEC-registered investment adviser · CRD 143234 · SEC 801-68187
At a glance
Yeske Buie Inc. is an SEC-registered investment adviser based in Vienna, Virginia, with $1.1B in regulatory assets under management as of its Form ADV filed September 17, 2026. It reports 466 individual clients, 225 of them high-net-worth, holding an average of about $2.3 million each, and 17 employees. That ranks it 1034th among the nation’s 5,657 independent wealth management RIAs and 31st of 151 in Virginia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 800-772-1887yeskebuie.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,034 of 5,657
- Rank among all SEC RIAs
- #5,171 of 17,210
- Rank in Virginia
- #31 of 151
- Individual clients
- 466
- High-net-worth clients
- 225
- Accounts
- 1,495
- Discretionary
- 99% of AUM
- Employees
- 17
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- David B. YeskeFounding Partner
- Elissa P. BuieFounding Partner
- Lauren MirelesCo-Ceo, Chief Operating Officer, and Chief Compliance Officer
- Lauren StansellCo-Ceo, Partner, Chief Planning Officer
- Yusuf A. AbugideiriCo-Ceo, Chief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Yeske Buie Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 225 | $991M | 93% |
| Individuals | 241 | $72M | 7% |
| Pension and profit sharing plans | 3 | $5M | <1% |
| Corporations or other businesses | – | $1M | <1% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Yeske Buie Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗yeskebuie.com ↗
AtlasMembers
The full record on Yeske Buie Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,375 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Graves Light LenhartHarrisonburg | $1.2B | 403 |
| Verus Financial PartnersRichmond | $1.2B | 636 |
| Concord Wealth PartnersAbingdon | $1.1B | 1,232 |
| Alpha Omega Wealth Management, LLCRichmond | $1.0B | 473 |
Background
Questions
How much does Yeske Buie Inc. manage?
Yeske Buie Inc. reports $1.1B in regulatory assets under management across 1,495 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 17, 2026.
How many clients does Yeske Buie Inc. have?
It reports 466 individual clients: 225 high-net-worth individuals and 241 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Yeske Buie Inc. headquartered?
Its main office is in Vienna, Virginia. It reports 2 offices in total and 17 employees, 9 of whom perform investment advisory functions.
How does Yeske Buie Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Yeske Buie Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 17, 2026, it reports these amounts held: Charles Schwab ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Yeske Buie Inc. a hybrid RIA with a broker-dealer?
Yeske Buie Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Yeske Buie Inc. a fiduciary?
As an SEC-registered investment adviser, Yeske Buie Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Yeske Buie Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →