BUIE INVESTMENT ADVISORS, LLC

Overview

Buie Investment Advisors positions itself as a small, equity‑oriented wealth manager serving individuals and families. The firm runs discretionary portfolios for a limited client base, with a clear preference for exchange‑traded equities as the core allocation. Portfolio management is the primary activity, delivered under a fee model that combines a percentage of assets under management with the option for hourly consulting. The firm does not emphasize ESG investing and is not categorized as a multi‑state adviser, even though it maintains multiple offices. Investment approach favors liquid, tradable instruments for the bulk of client assets while supplementing equity exposure with pooled products where appropriate. Custody and trade execution are handled through Charles Schwab & Co., Inc., which supports the firm’s emphasis on exchange‑traded vehicles and mutual funds. For clients requiring bespoke work or hourly planning, the firm offers advisory engagements billed hourly in addition to AUM fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices