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| Keyboard |
| Mustard Seed Financial LLC
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|---|---|
| CRD # | 117737 |
| SEC # | 801-66155 |
| CIK # | 0002011321 |
| AUM | 449.4 M (2026-03-04) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 870-234-1618 |
| Address | 202 S Pine Magnolia, AR 71753 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 5.1 | ||
| Nvidia Corp | 4.0 | ||
| Apple Inc | 2.1 | ||
| Procter & Gamble Co | 1.6 | ||
| AbbVie Inc | 1.3 | ||
| Murphy USA Inc | 1.2 | ||
| Lilly Eli & Co | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 184.3 |
| (b) Individuals (high net worth individuals) | 151 | 239.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 2.7 |
| (h) Charitable organizations | 28 | 22.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,621 | 449.4 |
| By Discretionary | ||
| Discretionary | 1,541 | 431.2 |
| Non-Discretionary | 80 | 18.2 |
| Total | 1,621 | 449.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.4 | |
| Total | 1,621 | 449.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011321] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 24 |
| Serves | Retail, Research |
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