Yeske Buie Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 469
- Avg AUM / client
- $2.3M
- Accounts
- 1,495
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 241 | $72.3M | 6.77% |
| High net worth individuals | 225 | $991M | 92.7% |
| Pension and profit sharing plans | 3 | $4.7M | 0.44% |
| Charitable organizations | Fewer than 5 | $348K | 0.03% |
| Corporations and other businesses | Fewer than 5 | $1.1M | 0.1% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Brent Yeske | Director | CFP | Feb 2007 (20y) | 25% – 50% |
| Elissa Pauline Buie | President, Ceo And Chief Compliance Officer | CFP | Feb 2007 (20y) | 25% – 50% |
| Yusuf Abdul Majeed Abugideiri | Chief Investment Officer | CFP | Apr 2012 (14y) | Less than 5% |
| Lauren Stansell | Chief Planning Officer | CFP | Apr 2015 (11y) | Less than 5% |
| Mireles, Lauren | Chief Operations Officer | Nov 2023 (3y) | Less than 5% | |
| Ryan James Kelly | Registered representative | CFP | Oct 2021 (5y) | |
| Sydney Marie Woodward | Registered representative | CFP | Sep 2022 (4y) | |
| Kacie Ann Fawls | Registered representative | CFP | Feb 2024 (2y) | |
| Timothy William Connolly | Registered representative | CFP | Dec 2024 (2y) | |
| Aubrey Joelle Klearman | Registered representative | CFP | Oct 2025 (1y) | |
| Rustin Mac Mc Manis | Registered representative | CFP | Jul 2026 (0y) | |
| William John Tracy | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗