SourcingSourcing

YESKE BUIE INC.

C43
CRD 143234·SEC 801-68187·VIENNA, VA
AUM
$1.07B
$1B+
Est. Revenue
$10.7M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YESKE BUIE INC.
CRD
143234
SEC file #
801-68187
EIN
—
DBA names
—

Economics

AUM
$1.07B
AUM band
$1B+
AUM trajectory
'20'26
$663.6M → $1.07B▲ +61%
Client mix
Individuals Other241
Individuals High Net Worth225
Pension Profit Sharing Plans3

Operations

Employees (total)
17
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
6 advisors → 9 advisors▲ +50%
Primary office
VIENNA VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
facebook.com/yeskebuie(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUIE, ELISSA, PAULINE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BUIE, ELISSA, PAULINE
YESKE, DAVID, BRENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1157877
Trust Company Affiliate
No

People (10)

10
YESKE, DAVID, BRENT
IAR · Direct Owner · 37.5%
2047798
BUIE, ELISSA, PAULINE
IAR · Direct Owner · 37.5%
1157877
ABUGIDEIRI, YUSUF, ABDUL MAJEED
IAR · Direct Owner · 7.5%
6051995
STANSELL, LAUREN
IAR · Direct Owner · 7.5%
6459248
Mireles, Lauren
Direct Owner · 7.5%
7835109
Aubrey Joelle Klearman
IAR
8176941
RYAN JAMES KELLY
IAR
7451300
Kacie Ann Fawls
IAR
7321689
Sydney Marie Woodward
IAR
7316078
Timothy William Connolly
IAR
7444848