# Yeske Buie Inc.

> 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.

- CRD: 143234
- Filed as: YESKE BUIE INC.
- Also doing business as: YESKEBUIE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143234
- AdvisorCensus page: https://advisorcensus.com/firm/yeske-buie-inc-vienna-va-143234

## Quick answers

**How is Yeske Buie Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Yeske Buie Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Yeske Buie Inc. located?**
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).

**Is Yeske Buie Inc. registered with the SEC or a state?**
Yeske Buie Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143234.

**How much does Yeske Buie Inc. manage?**
Yeske Buie Inc. reports $1,069,351,557 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary).

**How have Yeske Buie Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Yeske Buie Inc. serve?**
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).

**Which custodians does Yeske Buie Inc. use?**
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.

**Does Yeske Buie Inc. report any disciplinary disclosures?**
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

**Does Yeske Buie Inc. state an account minimum?**
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."

**What changed in Yeske Buie Inc.'s recent Form ADV filings?**
In the August 2026 filing data: No longer lists the business name Yeske Buie. Added the business name Yeskebuie.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 2, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> YESKEBUIE requires a minimum relationship size of $3,000,000, which may be reduced at the sole discretion of YESKEBUIE.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,069,351,557
- Discretionary: $1,061,581,597
- Non-discretionary: $7,769,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 241 | $72,348,333 |
| High net worth individuals | 225 | $990,818,480 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $4,734,098 |
| Charitable organizations | Fewer than 5 | $347,786 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,102,860 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2007 (19 years)
- Employees: 17 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, MA, MD, NC, NH, NY, OR, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- damngoodfinancialplanning.com
- davidyeske.com
- elissabuie.com
- fpginc.com
- goodfinancialplanning.com
- goodfinancialplanning.info
- goodfinancialplanning.net
- live-big.me
- live-big.us
- livebig.co
- livebig.us.com
- vafinancialadvisors.com
- yebu.com
- yeske.com
- yeskebuie.com
- Facebook @YESKEBUIE
- Instagram @yeskebuie
- LinkedIn @YESKE-BUIE
- X @YESKEBUIE
- YouTube @YESKEBUIE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $722,106,976 | 14 | March 30, 2021 |
| October 2022 | $852,386,455 | 15 | September 15, 2022 |
| October 2023 | $767,664,432 | 12 | September 22, 2023 |
| October 2024 | $873,020,086 | 14 | July 23, 2024 |
| October 2025 | $925,924,273 | 15 | March 5, 2025 |
| October 2026 | $1,069,351,557 | 17 | September 17, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists the business name Yeske Buie.
- Added the business name Yeskebuie.

### March 2026
- Regulatory assets under management went from $925,924,273 to $1,069,351,557 (+15%).
- Added the business name Yeske Buie.

### December 2025
- Employees performing advisory functions went from 8 to 9.
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yeske Buie Inc. (CRD 143234): Form ADV filing data as of October 2026.