Yeske Buie Inc.
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
FINTRXOverview
Yeske Buie Inc. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 2007. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services center on comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Yeske Buie is not positioned as a direct capital allocator; instead it places client assets with external managers and funds. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Investment Grade Corp Bonds10%
- Sovereign Bonds6%
- US Government Bonds5%
- Exchange Traded Equities3%
Owners & executives
3 of 4
Yusuf Abugideiri
Chief Investment Officer & PartnerCRD 6051995
Lauren Stansell
Chief Planning OfficerCRD 6459248
Elissa Buie
Founder & CEOCRD 1157877
Contacts
3 of 8
David Yeske
Founder & Managing PartnerCRD 2047798
Sydney Woodward
Assistant Financial PlannerCRD 7316078
Timothy Connolly
Associate Financial PlannerCRD 7444848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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