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YESKE BUIE INC.

VIENNA, VA · CRD 143234 · IAPD ↗ · 800-772-1887

$1.07BRegulatory AUM
9Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — YESKE BUIE INC. crossed $1B in regulatory AUM ($925.9M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — YESKE BUIE INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.