# Mustard Seed Wealth Management

> Mustard Seed Wealth Management is an SEC-registered investment advisory firm in Magnolia, AR, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 117737
- Filed as: MUSTARD SEED WEALTH MANAGEMENT
- Legal name: Mustard Seed Financial, LLC
- Also doing business as: MUSTARD SEED WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Magnolia, AR
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117737
- AdvisorCensus page: https://advisorcensus.com/firm/mustard-seed-wealth-management-magnolia-ar-117737

## Quick answers

**How is Mustard Seed Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mustard Seed Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mustard Seed Wealth Management located?**
Mustard Seed Wealth Management's principal office is in Magnolia, AR, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Mustard Seed Wealth Management registered with the SEC or a state?**
Mustard Seed Wealth Management is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 117737.

**How much does Mustard Seed Wealth Management manage?**
Mustard Seed Wealth Management reports $449,395,972 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (96% discretionary).

**How have Mustard Seed Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Mustard Seed Wealth Management: Regulatory assets under management: $285,017,512 in the October 2021 data and $449,395,972 in the October 2026 data, up 58%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mustard Seed Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (528); high net worth individuals (151); charitable organizations (28).

**Which custodians does Mustard Seed Wealth Management use?**
Mustard Seed Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mustard Seed Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117737

**What changed in Mustard Seed Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $449,395,972
- Discretionary: $431,212,526
- Non-discretionary: $18,183,446

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 528 | $184,335,376 |
| High net worth individuals | 151 | $239,928,407 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $2,723,561 |
| Charitable organizations | 28 | $22,012,965 |
| Corporations or other businesses not listed above | 2 | $395,663 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2006 (20 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, LA, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- El Dorado, AR
- Hope, AR
- Magnolia, AR
- Monroe, LA
- Texarkana, TX

### Websites listed on Form ADV (Item 1.I)
- msfwm.com
- mustardseedfinancial.com
- Facebook @Mustard-Seed-Wealth-Management-108047760893213
- LinkedIn @MUSTARD-SEED-WEALTH-MANAGEMENT
- YouTube @UCzRaPa6HPwsIpcjoMsbulRA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $285,017,512 | 10 | March 31, 2021 |
| October 2022 | $330,922,966 | 10 | May 3, 2022 |
| October 2023 | $313,017,596 | 11 | July 17, 2023 |
| October 2024 | $364,014,879 | 9 | September 5, 2024 |
| October 2025 | $413,567,032 | 10 | March 11, 2025 |
| October 2026 | $449,395,972 | 10 | March 4, 2026 |

Regulatory assets under management: $285,017,512 in the October 2021 data and $449,395,972 in the October 2026 data, up 58%.
Total employees: 10 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mustard Seed Wealth Management (CRD 117737): Form ADV filing data as of October 2026.