# Mustard Seed Financial

> Mustard Seed Financial is a state-registered investment advisory firm in Meridian, ID, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 120514
- Filed as: MUSTARD SEED FINANCIAL
- Legal name: Burks Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Meridian, ID
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120514
- AdvisorCensus page: https://advisorcensus.com/firm/mustard-seed-financial-meridian-id-120514

## Quick answers

**How is Mustard Seed Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Mustard Seed Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mustard Seed Financial located?**
Mustard Seed Financial's principal office is in Meridian, ID, according to its Form ADV.

**Is Mustard Seed Financial registered with the SEC or a state?**
Mustard Seed Financial is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120514.

**How much does Mustard Seed Financial manage?**
Mustard Seed Financial reports $109,295,648 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (80% discretionary).

**What types of clients does Mustard Seed Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (297); high net worth individuals (49); corporations or other businesses not listed above (13).

**Does Mustard Seed Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120514

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $109,295,648
- Discretionary: $87,233,514
- Non-discretionary: $22,062,134

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 297 | $36,690,814 |
| High net worth individuals | 49 | $46,985,811 |
| Charitable organizations | 1 | $3,116,087 |
| Corporations or other businesses not listed above | 13 | $22,502,936 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- equishield1031.com
- msfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mustard Seed Financial (CRD 120514): Form ADV filing data as of October 2026.