{
  "crd_number": 143234,
  "slug": "yeske-buie-inc-vienna-va-143234",
  "primary_business_name": "YESKE BUIE INC.",
  "legal_name": "YESKE BUIE INC.",
  "dbas": [
    "YESKEBUIE"
  ],
  "city": "Vienna",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-08-28",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 1069351557.0,
  "raum_discretionary": 1061581597.0,
  "raum_non_discretionary": 7769960.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 347786.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 72348333.0,
      "count": 241
    },
    "pension_profit_sharing": {
      "raum": 4734098.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 990818480.0,
      "count": 225
    },
    "corporations_other_businesses": {
      "raum": 1102860.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NY",
    "OR",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://damngoodfinancialplanning.com",
    "https://davidyeske.com",
    "https://elissabuie.com",
    "https://facebook.com/YESKEBUIE",
    "https://fpginc.com",
    "https://goodfinancialplanning.com",
    "https://goodfinancialplanning.info",
    "https://goodfinancialplanning.net",
    "https://instagram.com/yeskebuie",
    "https://linkedin.com/COMPANY/YESKE-BUIE",
    "https://live-big.me",
    "https://live-big.us",
    "https://livebig.co",
    "https://livebig.us.com",
    "https://twitter.com/YESKEBUIE",
    "https://vafinancialadvisors.com",
    "https://yebu.com",
    "https://yeske.com",
    "https://yeskebuie.com",
    "https://youtube.com/USER/YESKEBUIE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143234",
  "city_as_filed": "VIENNA",
  "url": "https://advisorcensus.com/firm/yeske-buie-inc-vienna-va-143234",
  "display_name": "Yeske Buie Inc.",
  "summary": "Yeske Buie Inc. is an SEC-registered investment advisory firm in Vienna, VA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Yeske Buie Inc. (CRD 143234): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Yeske Buie Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Yeske Buie Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Yeske Buie Inc. located?",
      "a": "Yeske Buie Inc.'s principal office is in Vienna, VA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Yeske Buie Inc. registered with the SEC or a state?",
      "a": "Yeske Buie Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143234."
    },
    {
      "q": "How much does Yeske Buie Inc. manage?",
      "a": "Yeske Buie Inc. reports $1,069,351,557 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary)."
    },
    {
      "q": "How have Yeske Buie Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Yeske Buie Inc.: Regulatory assets under management: $722,106,976 in the October 2021 data and $1,069,351,557 in the October 2026 data, up 48%. Total employees: 14 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Yeske Buie Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (241); high net worth individuals (225); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "q": "Which custodians does Yeske Buie Inc. use?",
      "a": "Yeske Buie Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Yeske Buie Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143234"
    },
    {
      "q": "Does Yeske Buie Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 2, 2026 says: \"YESKEBUIE requires a minimum relationship size of $3,000,000, which may be reduced at the sole discretion of YESKEBUIE.\""
    },
    {
      "q": "What changed in Yeske Buie Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: No longer lists the business name Yeske Buie. Added the business name Yeskebuie."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 722106976.0,
      "total_employees": 14,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 852386455.0,
      "total_employees": 15,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 767664432.0,
      "total_employees": 12,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 873020086.0,
      "total_employees": 14,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 925924273.0,
      "total_employees": 15,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1069351557.0,
      "total_employees": 17,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "No longer lists the business name Yeske Buie.",
        "Added the business name Yeskebuie."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $925,924,273 to $1,069,351,557 (+15%).",
        "Added the business name Yeske Buie."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "YESKEBUIE requires a minimum relationship size of $3,000,000, which may be reduced at the sole discretion of YESKEBUIE."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "YESKEBUIE requires a minimum relationship size of $3,000,000, which may be reduced at the sole discretion of YESKEBUIE."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/yeske-buie-inc-vienna-va-143234.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 241,
      "fewer_than_5": false,
      "raum": 72348333.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 225,
      "fewer_than_5": false,
      "raum": 990818480.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 4734098.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 347786.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1102860.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143234",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}