{"url":"https://nivawealth.com/firms/yeske-buie-143234","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143234","regulatoryAum":1069351557,"crd":"143234","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6051995","suffix":null,"lastName":"ABUGIDEIRI","firstName":"YUSUF","middleName":"ABDUL 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Buie Inc.","displayName":"Yeske Buie","slug":"yeske-buie-143234","website":"https://yebu.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/yeske-buie","xUrl":"https://twitter.com/yeskebuie","founded":"2007","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"301 Maple Avenue West, Suite 600","city":"Vienna","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22180"},"tradeNames":["Yeskebuie"],"registration":{"secApproved":"28 August 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SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:42:07.33503+00:00","documents":[{"name":"YESKE BUIE INC FORM ADV 2A DISCLOSURE BROCHURE AND 2B BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050716","versionId":1050716,"submittedOn":"2026-07-02"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":1063928752}],"custodyNote":"Yeske Buie has custody of $605M in client assets for 465 clients.","otherCustodians":[],"leadership":[{"name":"Lauren Mireles","title":"Co-CEO, Chief Operating Officer, and Chief Compliance Officer","crd":"7835109"},{"name":"Yusuf Abugideiri","title":"Co-CEO, Chief Investment Officer","crd":"6051995"},{"name":"Elissa Buie","title":"Founding Partner","crd":"1157877"},{"name":"Lauren Stansell","title":"Co-CEO, Partner, Chief Planning Officer","crd":"6459248"},{"name":"David Yeske","title":"Founding Partner","crd":"2047798"}],"ownership":[{"label":"David Yeske","detail":"Founding partner in the 25% to 50% ownership band and a control person, since January 2026."},{"label":"Elissa Buie","detail":"Founding partner in the 25% to 50% ownership band and a control person, since January 2026."},{"label":"Lauren Mireles","detail":"Co-ceo, chief operating officer, and chief compliance officer in the 10% to 25% ownership band and a control person, since January 2026."},{"label":"Lauren Stansell","detail":"Co-ceo, partner, chief planning officer in the 10% to 25% ownership band and a control person, since January 2026."},{"label":"Yusuf Abugideiri","detail":"Co-ceo, chief investment officer in the 10% to 25% ownership band and a control person, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"220 Montgomery Street","city":"San Francisco"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"301 Maple Avenue West, Suite 600","city":"Vienna","headquarters":true}]}],"brochureServices":["education planning","estate planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-772-1887","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":5},{"label":"Sovereign bonds","percent":6},{"label":"Investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":73},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"17 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143234/PDF/143234.pdf","brochureDate":"2 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050716","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Yeske Buie have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Yeske Buie offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Yeske Buie charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Yeske Buie use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Yeske Buie have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Yeske Buie invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Yeske Buie have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Yeske Buie?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Yeske Buie get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Yeske Buie?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}