YESKE BUIE INC.

RIASEC RegisteredEst. 2007

Total AUM

$1.1B

Discretionary

$1.1B

99% of AUM

Avg account

$715K

Accounts

1,495

Employees

Advisory reps

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, SEC-registered registered investment adviser that provides fee-based wealth management and financial planning to individuals, families and institutional clients. The firm concentrates on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its business model is percentage-of-AUM fees rather than commission-based compensation. Investment activity at Yeske Buie Inc. is weighted toward public pooled vehicles—mutual funds and similar public funds represent the largest share of client assets—while the firm also works with external managers for alternative exposures. Yeske Buie Inc. does not operate as a capital allocator or run a proprietary private fund platform, and it does not identify as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.