Yeske Buie Inc.

RIASEC RegisteredEst. 2007
Total AUM
$1.1B
Discretionary
$1.1B
99% of AUM
Avg account
$715K
Accounts
1,495
Employees
17
Advisory reps
12

Firm details

Headquarters
Vienna, Virginia
CRD number
143234
Registered since
August 28, 2007
Website
yebu.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI92.66%
  • Individuals6.77%
  • Pension & Profit Sharing Plans0.44%
  • Corporations / Businesses0.1%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Yeske Buie Inc. is an independent registered investment adviser formed in 2007 that serves both individual/family and institutional clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses and offers pension consulting services. Its compensation model is a fee based on a percentage of assets under management. Yeske Buie does not self-identify as a capital allocator or an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firms honoree in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Investment Grade Corp Bonds 10%, Sovereign Bonds 6%, US Government Bonds 5%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%73%
  • Public Funds/Mutual Funds73%
  • Investment Grade Corp Bonds10%
  • Sovereign Bonds6%
  • US Government Bonds5%
  • Exchange Traded Equities3%

Owners & executives

3 of 4
  • Lauren Stansell

    Lauren Stansell

    Chief Planning OfficerCRD 6459248

  • Lauren Mireles

    Lauren Mireles

    Chief Operating Officer & PartnerCRD 7835109

  • Yusuf Abugideiri

    Yusuf Abugideiri

    Chief Investment Officer & PartnerCRD 6051995

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Contacts

3 of 8
  • Sydney Woodward

    Sydney Woodward

    Assistant Financial PlannerCRD 7316078

  • Kacie Fawls

    Kacie Fawls

    Associate Financial PlannerCRD 7321689

  • Timothy Connolly

    Timothy Connolly

    Associate Financial PlannerCRD 7444848

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
301 Maple Ave W
Time zone
ET (UTC-5)
Office locations

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