CRD: 129981
Buie Investment Advisors, LLC
$49.8M Total AUM
$46.6M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-2006
- Office Locations
- 2
Office Locations
319 South Sharon Amity Road Suite 200-H Charlotte NC
-- Charlotte NC
About Buie Investment Advisors, LLC
Buie Investment Advisors (BIA) provides customized investment management for individuals, foundations, institutions, and mutual funds nationwide. Led by Roderick J. Buie, CFA, MBA (30+ years; formerly First Union and Wachovia), the firm builds ETF- and fixed-income-oriented allocations and holds client assets at Charles Schwab Institutional, with offices in Charlotte, NC and Ponte Vedra, FL.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Legacy alpha Matrix Unison pioneer
Custodian
Timber focus Timber
Investment Themes
Glacier Capital catalyst Zenith
Investment Vehicles
North oak
Services
Vector Catalyst Element Frontier Foundation Glacier zenith
Owner & Executives
R
RODERICK J BUIE JR
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #4753755
- Ownership
- 75% or more
(577) 675-9323
vertex.frontier@vitalcapital.com
in linkedin.com/in/unison-capital
Showing 1 of 1 owners & executives
Unlock allContacts
S
STEVEN JOHN HOEFT
Partner
- CRD
- #820367
(614) 402-9114
unison.vital@wavecapital.com
in linkedin.com/in/eagle-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,612,314 | -- |
| Non-Discretionary | $3,192,117 | -- |
| Total | $49,804,431 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,804,431
Equity - Exchange:
14.0% Public Funds:
32.6% U.S. Government/Agency:
29.7% Cash:
23.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,107,404,451 | 14.0% |
| Public Funds | $2,578,670,364 | 32.6% |
| U.S. Government/Agency | $2,349,279,442 | 29.7% |
| Cash | $1,874,677,534 | 23.7% |
| Total | $7,910,031,791 | 100.0% |