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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

YESKE BUIE INC.

CRD 143234

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0852644-fa6f-2e09-f748-2cd0855ec7bb

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 5
On other graphs: 0
Observed: Mar 22, 2012 to Sep 17, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $97.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,495
Individual clients: 241
High net worth clients: 225
Custody, client assets: $605M
SEC number: 801-68187
CRD: 143234
Filings on the tape: 44
First filed: Mar 22, 2012
Latest filed: Sep 17, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID BRENT YESKE	Certified Financial Planner	SAN FRANCISCO, CA	19	36	1	no
ELISSA PAULINE BUIE	Certified Financial Planner	VIENNA, VA \| San Francisco, CA	17	42	1	no
YUSUF ABDUL MAJEED ABUGIDEIRI	Certified Financial Planner	VIENNA, VA	14	17	n/a	no
LAUREN STANSELL	Certified Financial Planner	SAN FRANCISCO, CA \| VIENNA, VA	11	13	n/a	no
RYAN JAMES KELLY	Certified Financial Planner	VIENNA, VA	4	12	n/a	no
Sydney Marie Woodward	Certified Financial Planner	VIENNA, VA \| SAN FRANCISCO, CA	4	10	2	no
Kacie Ann Fawls	Certified Financial Planner	VIENNA, VA	2	13	n/a	no
Timothy William Connolly	Certified Financial Planner	San Francisco, CA \| VIENNA, VA	1	10	1	no
Aubrey Joelle Klearman	Certified Financial Planner	VIENNA, VA \| SAN FRANCISCO, CA	0	10	n/a	no
Rustin Mac McManis	Certified Financial Planner	SAN FRANCISCO, CA \| VIENNA, VA	0	10	n/a	no
William John Tracy	Certified Financial Planner	VIENNA, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUIE, ELISSA, PAULINE	FOUNDING PARTNER	C	yes	01/2026	Jul 2, 2026	Jul 2, 2026
Mireles, Lauren	CO-CEO, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER	A	yes	01/2026	Jul 2, 2026	Jul 2, 2026
STANSELL, LAUREN	CO-CEO, PARTNER, CHIEF PLANNING OFFICER OFFICER	A	yes	01/2026	Jul 2, 2026	Jul 2, 2026
YESKE, DAVID, BRENT	FOUNDING PARTNER	C	yes	01/2026	Jul 2, 2026	Jul 2, 2026
ABUGIDEIRI, YUSUF, ABDUL MAJEED	CHIEF INVESTMENT OFFICER	Na	yes	11/2023	Nov 27, 2023	Jul 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$1.1B	$1.1B	17	9	1	n/a	n/a
2024	Mar 5, 2025	$926M	$916M	15	8	1	n/a	n/a
2023	Mar 14, 2024	$873M	$862M	14	7	1	n/a	n/a
2022	Mar 28, 2023	$768M	$759M	12	7	1	n/a	n/a
2021	Mar 28, 2022	$852M	$841M	15	7	1	n/a	n/a
2020	Mar 30, 2021	$722M	$711M	14	5	1	n/a	n/a
2019	Mar 18, 2020	$744M	$731M	15	5	1	n/a	n/a
2018	Mar 28, 2019	$664M	$652M	15	6	1	n/a	n/a
2017	Mar 29, 2018	$711M	$702M	13	4	2	n/a	n/a
2016	Mar 30, 2017	$603M	$578M	12	4	n/a	n/a	n/a
2015	Mar 28, 2016	$532M	$508M	13	6	n/a	n/a	n/a
2014	Mar 31, 2015	$529M	$514M	9	4	n/a	n/a	n/a
2013	Mar 6, 2014	$502M	$493M	6	5	n/a	n/a	n/a
2012	Mar 22, 2013	$415M	$412M	8	5	n/a	n/a	n/a
2011	Mar 22, 2012	$338M	$335M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$926M	15.5%	$768M	11.7%	17	15	1	1

Relationships

Registered with (20)

← William John TracyAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← Rustin Mac McManisAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← Aubrey Joelle KlearmanAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← Timothy William ConnollyAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Kacie Ann FawlsAdvisorregistration: current employment
Feb 14, 2024 to presentfactForm ADV
← Sydney Marie WoodwardAdvisorregistration: current employment
Sep 15, 2022 to presentfactForm ADV
← RYAN JAMES KELLYAdvisorregistration: current employment
Oct 26, 2021 to presentfactForm ADV
← LAUREN STANSELLAdvisorregistration: current employment
Apr 1, 2015 to presentfactForm ADV
← YUSUF ABDUL MAJEED ABUGIDEIRIAdvisorregistration: current employment
Apr 30, 2012 to presentfactForm ADV
← ELISSA PAULINE BUIEAdvisorregistration: current employment
Nov 24, 2008 to presentfactForm ADV
← DAVID BRENT YESKEAdvisorregistration: current employment
Aug 28, 2007 to presentfactForm ADV
← RACHEL SUNG-HEE SHINAdvisorregistration: previous registration
Nov 9, 2021 to Sep 22, 2023factForm ADV
← James Cole DeLucasAdvisorregistration: previous registration
Jan 6, 2021 to Feb 16, 2023factForm ADV
← RYAN KLEMMAdvisorregistration: previous registration
Jun 27, 2018 to Mar 29, 2021factForm ADV
← DANIEL CURTIS TRIPPAdvisorregistration: previous registration
May 30, 2019 to Aug 1, 2019factForm ADV
← CAMILLE JOANNE BOUVETAdvisorregistration: previous registration
Jun 3, 2017 to Sep 29, 2017factForm ADV
← RUSSELL GARRISON KROEGERAdvisorregistration: previous registration
May 15, 2015 to Mar 13, 2017factForm ADV
← JENNIFER ANNE LITSASAdvisorregistration: previous registration
Jan 25, 2013 to Sep 12, 2016factForm ADV
← KAITLIN YARDLEYAdvisorregistration: previous registration
Aug 24, 2010 to Mar 12, 2012factForm ADV
← ELIZABETH MCMANUS REMICKAdvisorregistration: previous registration
Oct 25, 2007 to Dec 18, 2009factForm ADV

Controls (5)

← BUIE, ELISSA, PAULINEOwnerPRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 22, 2012 to Jul 23, 2024factForm ADV
← YESKE, DAVID, BRENTOwnerDIRECTOR, ownership code C, individual
Mar 22, 2012 to Jul 23, 2024factForm ADV
← ABUGIDEIRI, YUSUF, ABDUL MAJEEDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 27, 2023 to Jul 23, 2024factForm ADV
← STANSELL, LAURENOwnerCHIEF PLANNING OFFICER, ownership code NA, individual
Nov 27, 2023 to Jul 23, 2024factForm ADV
← Mireles, LaurenOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Nov 27, 2023 to Jul 23, 2024factForm ADV

Dated events

Occurred
Nov 27, 2023
Control person joined
Lauren Mireles (Chief Operations Officer) appeared on Schedule A of Yeske Buie Inc.
Form ADVobserved 4 days ago
Occurred
Nov 27, 2023
Control person joined
Lauren Stansell (Chief Planning Officer) appeared on Schedule A of Yeske Buie Inc.
Form ADVobserved 4 days ago
Occurred
Nov 27, 2023
Control person joined
Abdul Majeed Yusuf Abugideiri (Chief Investment Officer) appeared on Schedule A of Yeske Buie Inc.
Form ADVobserved 4 days ago
Occurred
Sep 22, 2023
Advisor changed firm
Rachel Sung-Hee Shin left Yeske Buie Inc. for Brio Financial Group (registered 2023-09-27)
Form ADVobserved 4 days ago
Occurred
Feb 16, 2023
Advisor changed firm
James Cole Delucas left Yeske Buie Inc. for Hemington Wealth Management (registered 2023-03-28)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0852644-fa6f-2e09-f748-2cd0855ec7bb
First observed: Mar 22, 2012
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

YESKE BUIE INC.

CRD 143234

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0852644-fa6f-2e09-f748-2cd0855ec7bb

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID BRENT YESKE

Certified Financial Planner

SAN FRANCISCO, CA

ELISSA PAULINE BUIE

Certified Financial Planner

VIENNA, VA | San Francisco, CA

YUSUF ABDUL MAJEED ABUGIDEIRI

Certified Financial Planner

VIENNA, VA

n/a

LAUREN STANSELL

Certified Financial Planner

SAN FRANCISCO, CA | VIENNA, VA

n/a

RYAN JAMES KELLY

Certified Financial Planner

VIENNA, VA

n/a

Sydney Marie Woodward

Certified Financial Planner

VIENNA, VA | SAN FRANCISCO, CA

Kacie Ann Fawls

Certified Financial Planner

VIENNA, VA

n/a

Timothy William Connolly

Certified Financial Planner

San Francisco, CA | VIENNA, VA

Aubrey Joelle Klearman

Certified Financial Planner

VIENNA, VA | SAN FRANCISCO, CA

n/a

Rustin Mac McManis

Certified Financial Planner

SAN FRANCISCO, CA | VIENNA, VA

n/a

William John Tracy

Certified Financial Planner

VIENNA, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUIE, ELISSA, PAULINE

FOUNDING PARTNER

yes

01/2026

Jul 2, 2026

Mireles, Lauren

CO-CEO, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER

yes

01/2026

Jul 2, 2026

STANSELL, LAUREN

CO-CEO, PARTNER, CHIEF PLANNING OFFICER OFFICER

yes

01/2026

Jul 2, 2026

YESKE, DAVID, BRENT

FOUNDING PARTNER

yes

01/2026

Jul 2, 2026

ABUGIDEIRI, YUSUF, ABDUL MAJEED

CHIEF INVESTMENT OFFICER

yes

11/2023

Nov 27, 2023

Jul 23, 2024

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$1.1B

n/a

2024

Mar 5, 2025

$926M

$916M

n/a

2023

Mar 14, 2024

$873M

$862M

n/a

2022

Mar 28, 2023

$768M

$759M

n/a

2021

Mar 28, 2022

$852M

$841M

n/a

2020

Mar 30, 2021

$722M

$711M

n/a

2019

Mar 18, 2020

$744M

$731M

n/a

2018

Mar 28, 2019

$664M

$652M

n/a

2017

Mar 29, 2018

$711M

$702M

n/a

2016

Mar 30, 2017

$603M

$578M

n/a

2015

Mar 28, 2016

$532M

$508M

n/a

2014

Mar 31, 2015

$529M

$514M

n/a

2013

Mar 6, 2014

$502M

$493M

n/a

2012

Mar 22, 2013

$415M

$412M

n/a

2011

Mar 22, 2012

$338M

$335M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$926M

15.5%

$768M

11.7%