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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-28-2007
- Office Locations
- 2
Office Locations
About Yeske Buie Inc.
Yeske Buie Inc. is a Vienna-based RIA with 2 offices. The firm has been operating for 19 years. Managing $1.1B in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between October 22, 2025 and July 2, 2026, reported AUM increased 15.5%, from $925.9M to $1.1B.
Across 5 reported observations, AUM increased 25.5% between September 15, 2022 and July 2, 2026, from $852.4M to $1.1B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 9 advisory representatives and 469 clients, or 52.1 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 19 years in operation. The source data was last updated on September 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Yeske Buie Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ELISSA PAULINE BUIE
Founder, FOUNDING PARTNER
- CRD
- #1157877
- Ownership
- 25% but less than 50%
DAVID BRENT YESKE
FOUNDING PARTNER, Managing Director
- CRD
- #2047798
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Timothy William Connolly
Financial Planner
- CRD
- #7444848
Kacie Ann Fawls
Financial Planner
- CRD
- #7321689
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,061,581,597 | $735,167 |
| Non-Discretionary | $7,769,960 | $152,352 |
| Total | $1,069,351,557 | $715,285 |
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Separately Managed Accounts
SMA allocation detail is available
Yeske Buie Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.