Buie Investment Advisors

John Buie serves as founder and Chief Investment Officer and makes all final portfolio decisions. The firm operates with a lean investment team, and the concentrated book of 20–30 names reflects Buie's personal research and conviction-weighting approach. No investment committee dilutes or overrides the CIO's calls.

The firm practices long-only, bottom-up value investing focused on durable competitive advantages and high returns on invested capital. Buie has publicly emphasized patience, low portfolio turnover, and multi-year holding periods. The strategy seeks to own businesses, not trade stocks, and is benchmark-agnostic.

The firm primarily manages separately managed accounts for individuals, families, and a limited number of institutional clients. There is no publicly available pooled fund or ETF through which outside investors can access the strategy directly. Each account is managed on a discretionary, customized basis.

The firm charges an asset-based management fee on the accounts it oversees. As a registered investment adviser that is not affiliated with a broker-dealer and does not custody assets, Buie does not earn commissions or accept soft-dollar arrangements. This fee-only structure aligns the firm's revenue with client portfolio performance.

Buie is entirely independent — it has no broker-dealer affiliate, no proprietary products, and no cross-selling mandates. The concentrated equity mandate, held through separately managed accounts with third-party custodians, contrasts with the diversified model-portfolio approach of most wirehouse wealth managers. The founder's personal capital is managed alongside client accounts.