DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Yeske Buie Inc.
Latest filing Jul 2, 2026
First filing on the tape Mar 22, 2012 · 43 filings
SEC status approved since Aug 28, 2007
RAUM
$1.1B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$1.1B individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$97.2M
derived; firm RAUM over IAPD count
Employees
17
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$1.1B as of Jul 2, 2026
Mar 22, 2012$338M then
HNW client RAUM$991M as of Jul 2, 2026
Mar 29, 2018$610M then
State-registered IARs (5.B.3)9 as of Jul 2, 2026
Mar 22, 20135 then
Employees (5.A)17 as of Jul 2, 2026
Mar 22, 20138 then
Private funds: no history
RAUM +15% over the last fiscal year+12% a year over threeIARs 8 to 9
Practice profile
derived from the filing of Jul 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $97.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $715,285derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $605M, 465 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$991M93%
- Individuals$72.3M6.8%
- Pension and profit-sharing plans$4.7M0.4%
- Corporations and businesses$1.1M0.1%
- Charitable organizations$347,7860.0%
- Individual clients
- 241reported
- HNW clients
- 225reported
- Pension plan clients
- 3reported
- Charitable clients
- n/areported
- Accounts
- 1,495reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $605M for 465 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Brent YeskeCertified Financial Planner | San Francisco, Ca | Aug 28, 2007 | 36 y | 1 |
| Elissa Pauline BuieCertified Financial Planner | Vienna, Va | Nov 24, 2008 | 42 y | 1 |
| Yusuf Abdul Majeed AbugideiriCertified Financial Planner | Vienna, Va | Apr 30, 2012 | 17 y | 0 |
| Lauren StansellCertified Financial Planner | San Francisco, Ca | Apr 1, 2015 | 13 y | 0 |
| Ryan James KellyCertified Financial Planner | Vienna, Va | Oct 26, 2021 | 12 y | 0 |
| Sydney Marie WoodwardCertified Financial Planner | Vienna, Va | Sep 15, 2022 | 10 y | 2 |
| Kacie Ann FawlsCertified Financial Planner | Vienna, Va | Feb 14, 2024 | 13 y | 0 |
| Timothy William ConnollyCertified Financial Planner | San Francisco, Ca | Dec 17, 2024 | 10 y | 1 |
| Aubrey Joelle KlearmanCertified Financial Planner | Vienna, Va | Oct 16, 2025 | 10 y | 0 |
| Rustin Mac McmanisCertified Financial Planner | San Francisco, Ca | Jul 2, 2026 | 10 y | 0 |
| William John TracyCertified Financial Planner | Vienna, Va | Jul 14, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Rachel Sung-Hee Shin to Brio Financial GroupSep 22, 2023 · RIA to RIA
- James Cole Delucas to Hemington Wealth ManagementFeb 16, 2023 · RIA to RIA
- Ryan Klemm to Compound Advisers, Inc.Mar 29, 2021 · RIA to RIA
- Daniel Curtis Tripp to Thirty Mile FinancialAug 1, 2019 · Other
- Camille Joanne Bouvet to Newfront Retirement Services, Inc.Sep 29, 2017 · Other
- Russell Garrison Kroeger to Paradigm WealthMar 13, 2017 · Other
- Jennifer Anne Litsas to Moneta Group Investment Advisors, LLCSep 12, 2016 · Other
- Kaitlin Yardley to Schaeffer Financial LLCMar 12, 2012 · Other
- Elizabeth Mcmanus Remick to Ithaka Financial Planning, LLCDec 18, 2009 · Other
Joined, latest
- Timothy William Connolly from Griffin Black, LLCDec 17, 2024 · RIA to RIA
- Sydney Marie Woodward from Forum Financial Management, LPSep 15, 2022 · RIA to RIA
- Rachel Sung-Hee Shin from Fmb Wealth ManagementNov 9, 2021 · RIA to RIA
- Kaitlin Yardley from Schaeffer Financial LLCAug 24, 2010 · Other
- Elissa Pauline Buie from Financial Planning Group, Inc.Nov 24, 2008 · Other
- Elizabeth Mcmanus Remick from Financial Planning Group, Inc.Oct 25, 2007 · Other
- David Brent Yeske from Yeske & Co IncAug 28, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Abdul Majeed Yusuf Abugideiri · Chief Investment Officercontrolsince 11/2023 · owns less than 5%
- Pauline Elissa Buie · Founding Partnercontrolsince 01/2026 · owns 25% to 50%
- Lauren Mireles · Co-Ceo, Chief Operating Officer, And Chief Compliance Officercontrolsince 01/2026 · owns 5% to 10%
- Lauren Stansell · Co-Ceo, Partner, Chief Planning Officer Officercontrolsince 01/2026 · owns 5% to 10%
- Brent David Yeske · Founding Partnercontrolsince 01/2026 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vienna, Va · principal | 10 | 3 | 0 | ||
| San Francisco, Ca | 7 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 2, 2026ABUGIDEIRI, YUSUF, ABDUL MAJEED (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2023-11-27 and 2026-07-02peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 1,429 to 1,495Oct 22, 2025 to Feb 24, 2026
- HNW clients · 212 to 225Oct 22, 2025 to Feb 24, 2026
- Individual clients · 236 to 241Oct 22, 2025 to Feb 24, 2026
- Assets in custody · $516M to $605MOct 22, 2025 to Feb 24, 2026
- Discretionary RAUM · $916M to $1.1BOct 22, 2025 to Feb 24, 2026
- HNW RAUM · $846M to $991MOct 22, 2025 to Feb 24, 2026
- Individual RAUM · $74.6M to $72.3MOct 22, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $10.0M to $7.8MOct 22, 2025 to Feb 24, 2026
- Pension RAUM · $3.7M to $4.7MOct 22, 2025 to Feb 24, 2026
- RAUM · $926M to $1.1BOct 22, 2025 to Feb 24, 2026
- Advisory employees · 8 to 9Aug 4, 2025 to Oct 22, 2025
- Employees · 15 to 17Aug 4, 2025 to Oct 22, 2025
- State-registered IARs · 8 to 9Aug 4, 2025 to Oct 22, 2025
- Accounts · 1,449 to 1,429Jul 23, 2024 to Mar 5, 2025
- Advisory employees · 7 to 8Jul 23, 2024 to Mar 5, 2025
- HNW clients · 207 to 212Jul 23, 2024 to Mar 5, 2025
- Individual clients · 233 to 236Jul 23, 2024 to Mar 5, 2025
- Pension plan clients · 6 to 3Jul 23, 2024 to Mar 5, 2025
- Assets in custody · $453M to $516MJul 23, 2024 to Mar 5, 2025
- Employees · 14 to 15Jul 23, 2024 to Mar 5, 2025
- Financial planning clients · 251-500 to 251-500Jul 23, 2024 to Mar 5, 2025
- State-registered IARs · 7 to 8Jul 23, 2024 to Mar 5, 2025
- Discretionary RAUM · $862M to $916MJul 23, 2024 to Mar 5, 2025
- HNW RAUM · $798M to $846MJul 23, 2024 to Mar 5, 2025
- Individual RAUM · $65.1M to $74.6MJul 23, 2024 to Mar 5, 2025
- Non-discretionary RAUM · $10.8M to $10.0MJul 23, 2024 to Mar 5, 2025
- Pension RAUM · $9.0M to $3.7MJul 23, 2024 to Mar 5, 2025
- RAUM · $873M to $926MJul 23, 2024 to Mar 5, 2025
- Accounts · 1,445 to 1,449Nov 27, 2023 to Mar 14, 2024
- Charity clients · 1.0 to unsetNov 27, 2023 to Mar 14, 2024
- Corporate clients · 4.0 to unsetNov 27, 2023 to Mar 14, 2024
- HNW clients · 190 to 207Nov 27, 2023 to Mar 14, 2024
- Pension plan clients · 1 to 6Nov 27, 2023 to Mar 14, 2024
- Assets in custody · $391M to $453MNov 27, 2023 to Mar 14, 2024
- Employees · 12 to 14Nov 27, 2023 to Mar 14, 2024
- Discretionary RAUM · $759M to $862MNov 27, 2023 to Mar 14, 2024
- HNW RAUM · $693M to $798MNov 27, 2023 to Mar 14, 2024
- Individual RAUM · $66.8M to $65.1MNov 27, 2023 to Mar 14, 2024
- Non-discretionary RAUM · $8.4M to $10.8MNov 27, 2023 to Mar 14, 2024
- Pension RAUM · $4.6M to $9.0MNov 27, 2023 to Mar 14, 2024
Signals
5 dated events
- Lauren Mireles (Chief Operations Officer) appeared on Schedule A of Yeske Buie Inc.Nov 27, 2023 · Control person joined · fact
- Lauren Stansell (Chief Planning Officer) appeared on Schedule A of Yeske Buie Inc.Nov 27, 2023 · Control person joined · fact
- Abdul Majeed Yusuf Abugideiri (Chief Investment Officer) appeared on Schedule A of Yeske Buie Inc.Nov 27, 2023 · Control person joined · fact
- Rachel Sung-Hee Shin left Yeske Buie Inc. for Brio Financial Group (registered 2023-09-27)Sep 22, 2023 · Advisor changed firm · fact
- James Cole Delucas left Yeske Buie Inc. for Hemington Wealth Management (registered 2023-03-28)Feb 16, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 415-956-9686reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 703-538-2116reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 800-772-1887reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/YESKE-BUIEreportedpublic record, Form ADV, Sep 17, 2026
- Website
- vafinancialadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-772-1887reportedpublic record, Form ADV, Jul 2, 2026
- Contact form
- yebu.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
- Team page
- yebu.com/our-teamreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $97.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026