Yeske Buie provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Yeske Buie reports 469 clients. They include 241 individual clients, 225 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 99.3% ($1.06B across 1,444 accounts) are managed with discretion; $7.77M across 51 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 7% |
| High-net-worth individuals | 48% | 93% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 241 | $72.3M | 6.8% | $300K |
| High-net-worth individuals | 225 | $991M | 92.7% | $4.4M |
| Pension and profit-sharing plans | 3 | $4.73M | 0.4% | $1.58M |
| Charitable organizations | Fewer than 5 | $348K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $1.1M | 0.1% | — |
| Total | 469 | $1.07B | 100% | — |
- Clients
- 241
- Regulatory AUM
- $72.3M
- AUM share
- 6.8%
- Avg. per client
- $300K
- Clients
- 225
- Regulatory AUM
- $991M
- AUM share
- 92.7%
- Avg. per client
- $4.4M
- Clients
- 3
- Regulatory AUM
- $4.73M
- AUM share
- 0.4%
- Avg. per client
- $1.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $348K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.1M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 469
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Yeske Buie charges 0.35%–1.00% a year for its Advisory Services. The fee is billed in arrears and requires an account of at least $3,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement plan advisory services
- Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%, billed quarterly in arrears and possibly negotiable.
David Yeske owns 25% to 50% of Yeske Buie. The leadership team of Yeske Buie includes Chief Investment Officer Yusuf Abugideiri and Chief Operating Officer Lauren Mireles. It has 17 employees, 9 of them in advisory roles.
Leadership
- Lauren MirelesCo-CEO, Chief Operating Officer, and Chief Compliance Officer
- Yusuf AbugideiriCo-CEO, Chief Investment Officer
- Elissa BuieFounding Partner
- Lauren StansellCo-CEO, Partner, Chief Planning Officer
- David YeskeFounding Partner
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Yusuf Abdul Majeed Abugideiri
- Elissa Pauline Buie
- Timothy William Connolly
- Kacie Ann Fawls
- Ryan James Kelly
- Aubrey Joelle Klearman
- Rustin Mac McManis
- Lauren Stansell
- William John Tracy
- Sydney Marie Woodward
- David Brent Yeske
Staff
- 17 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Yeske Buie Inc.
David Yeske
Control person · since January 2026
- Owns 25% to 50% of Yeske Buie Inc.
Elissa Buie
Control person · since January 2026
- Owns 10% to 25% of Yeske Buie Inc.
Lauren Mireles
Control person · since January 2026
- Owns 10% to 25% of Yeske Buie Inc.
Lauren Stansell
Control person · since January 2026
- Owns 10% to 25% of Yeske Buie Inc.
Yusuf Abugideiri
Control person · since January 2026
Yeske Buie’s regulatory assets grew from $722M (March 2021) to $1.07B (September 2026); clients rose from 405 to 469 and employees from 14 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.07B | 469 | 17 | 2 |
| March 2025 | $926M | 451 | 15 | 2 |
| July 2024 | $873M | 446 | 14 | 2 |
| July 2023 | $768M | 429 | 12 | 2 |
| June 2022 | $852M | 417 | 15 | 2 |
| March 2021 | $722M | 405 | 14 | 2 |
Besides its headquarters, Yeske Buie has 1 office, with 2 listed addresses in California and Virginia.
California · 1 listed address
- 220 Montgomery Street, San Francisco
Virginia · 1 listed address
- 301 Maple Avenue West, Suite 600, ViennaHQ
Other business names
Yeske Buie has reported 1 other business name to the SEC.
- Yeskebuie
Contact and registration details
- Legal name
- Yeske Buie Inc.
- Headquarters
- 301 Maple Avenue West, Suite 600, Vienna, VA 22180
- Website
- yebu.com
- Phone
- 800-772-1887
- @yeske-buie
- SEC file
- 801-68187
- Founded
- 2007
- Structure
- California corporation
- Fiscal year end
- December
Yeske Buie uses Charles Schwab ($1.06B) as custodian for its separately managed accounts. Yeske Buie has custody of $605M in client assets for 465 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.06B100%
At year end, Yeske Buie’s separately managed accounts were mostly in funds (73%) and bonds (21%).
What the accounts hold
- Stocks3%
- Funds73%
- Bonds21%
- Investment grade corporate bonds10%
- Sovereign bonds6%
- U.S. government and agency bonds5%
- Cash3%
How many clients does Yeske Buie have?
Yeske Buie has 469 clients and manages $1.07 billion for them, as of September 2026. They include 241 individual clients, 225 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Yeske Buie offer?
Yeske Buie provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Yeske Buie charge?
Yeske Buie charges 0.35%–1.00% a year for its Advisory Services. The fee is billed in arrears and requires an account of at least $3,000,000.
Source: YESKE BUIE INC FORM ADV 2A DISCLOSURE BROCHURE AND 2B BROCHURE SUPPLEMENTS, filed 2 July 2026
Which custodians does Yeske Buie use?
Yeske Buie’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.06B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Yeske Buie have?
Yeske Buie has 9 investment adviser representatives registered with state securities authorities, out of 17 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Yeske Buie invest in?
At the end of its last fiscal year, Yeske Buie’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 6% sovereign bonds, 5% U.S. government and agency bonds, 3% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Yeske Buie have a minimum investment?
Yes, Yeske Buie’s minimum account size for its Advisory Services is $3M.
Source: YESKE BUIE INC FORM ADV 2A DISCLOSURE BROCHURE AND 2B BROCHURE SUPPLEMENTS, filed 2 July 2026
Who owns Yeske Buie?
Yeske Buie’s direct owners are David Yeske, Elissa Buie, Lauren Mireles, Lauren Stansell and Yusuf Abugideiri, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Yeske Buie get paid?
Yeske Buie is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Yeske Buie?
Yeske Buie’s main office is at 301 Maple Avenue West, Suite 600, Vienna, VA 22180. Its phone number is 800-772-1887. Its website is yebu.com.