Yeske Buie Inc. (Vienna)

Name: Yeske Buie Inc.
Address: 301 Maple Avenue West, Vienna, VA, 22180
Telephone: 800-772-1887

Yeske Buie Inc. is a large advisory firm based in Vienna. It manages $663.57 million of regulatory assets for 1,210 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.

Yeske Buie provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yeske Buie: assets under management

The assets under management (AUM) of Yeske Buie Inc. is $663.57 million. The firm's AUM has grown by 205% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $652.21 million in discretionary accounts and $11.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $565.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $199.36 thousand.

Yeske Buie has custody of $440.08 million in cash and securities for 337 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yeske Buie Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients David Brent Yeske serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of David Brent Yeske is high net worth individuals with 169 clients and $489.78 million of assets under management. Among the 7 most similar advisory firms, Yeske Buie has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $657.65 million for 365 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Yeske Buie doesn't advise any private funds.

Careers at Yeske Buie Inc.

The company employs 15 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

David Brent Yeske has been acting as President since 1 Feb 2007. Elissa Pauline Buie joined the executive team most recently as the President, Ceo And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Brent Yeske	Director	1 Feb 2007	50% - 75%	2047798
Elissa Pauline Buie	President, ceo and chief compliance officer	1 Feb 2007	50% - 75%	1157877

Based in Vienna

The principal office where Yeske Buie Inc. performs its advisory services is located at 301 Maple Avenue West, Vienna, VA 22180, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-772-1887 or by fax 866-549-4990. The normal business hours are client meetings by appointment on Other. You can find more information about the New York firm at live-big.us.