YESKE BUIE INC.

CRD 143234File 801-68187

APPROVED

Retail clients

Custody

Filing as of Jul 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.07B

Above cohort median (national)

Discretionary AUM

$1.06B

Non-discretionary $7.8M

Clients

469

1,495 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Aug 28, 2007
Principal office: 301 MAPLE AVENUE WEST, SUITE 600, VIENNA, VA, 22180
Phone: 800-772-1887
Website: HTTP://WWW.YESKE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.07B
Discretionary AUM: $1.06B
Non-discretionary AUM: $7.8M
Discretionary accounts: 1,444
Non-discretionary accounts: 51
Total accounts: 1,495
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.1M
Charitable organizations	Fewer than 5	$348K
High net worth individuals	225	$990.8M
Pension and profit sharing plans	3	$4.7M
Individuals (other than high net worth individuals)	241	$72.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.