$109.3M Total AUM
$87.2M Disc. AUM
-- 3Y CAGR
3 Employees
360 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- OakHorizon
- Established Date
- 05-17-2002
- Office Locations
- 1
Office Locations
501 S. Main Street Meridian ID
About Mustard Seed Financial
Mustard Seed Financial is a Meridian, Idaho RIA providing financial planning and portfolio management, with estate planning and insurance support. The firm serves retail and institutional clients and allocates across public funds and ETFs, with use of annuities and alternatives such as private credit, private equity, real estate and Delaware statutory trusts. Custody includes Charles Schwab and Morgan Stanley.
Team overview
45 AVG AGE
$36.4M AVG AUM / ADVISOR
$303.6K AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Legacy focus Value foundation Alpha optima
Custodian
Matrix
Investment Themes
Foundation Focus Radial peak
Investment Vehicles
Matrix summit
Services
Signal Value Signal atlas Oak signal Horizon wave Optima
Technology
Beacon meridian Radial peak
Owner & Executives
B
BRIAN DENNIS BURKS
Investment Advisor, President
- CRD
- #2339250
- Ownership
- 75% or more
(965) 478-4627
value.quantum@embercapital.com
in linkedin.com/in/harbor-vital
Showing 1 of 1 owners & executives
Unlock allContacts
D
Dylan Robert Burks
--
- CRD
- #8136263
(490) 615-4804
oak.quantum@fusioncapital.com
in linkedin.com/in/pathway-eagle
B
Bryce Matthew Valles
--
- CRD
- #7985290
(938) 431-9751
pioneer.delta@unisoncapital.com
in linkedin.com/in/bridge-north
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,233,514 | -- |
| Non-Discretionary | $22,062,134 | -- |
| Total | $109,295,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $109,295,648
Equity - Exchange:
7.9% Public Funds:
11.5% Equity - OTC:
18.1% Cash:
27.0% Municipal Bonds:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $105,345,587 | 7.9% |
| Public Funds | $153,351,170 | 11.5% |
| Equity - OTC | $241,361,407 | 18.1% |
| Cash | $360,041,878 | 27.0% |
| Municipal Bonds | $473,388,395 | 35.5% |
| Total | $1,333,488,437 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH CAPITAL | NORTH EMBER | 9KOTWCIIC | GDEDN | 4.28% | $17,346,533 |
| DELTA OAK | MOMENTUM OPTIMA | SE93Q63HS | XOSNI | 6.95% | $24,780,508 |
| CATALYST RIDGE GLACIER | CAPITAL WAVE | V0QLRNPMJ | HDB | 7.40% | $64,219,279 |
| ZENITH FRONTIER CREST | HORIZON PRIME | YJGFLV95P | GHK | 12.54% | $50,111,125 |
| CAPITAL MATRIX CATALYST | ZENITH CAPITAL | 5GK0NDRKB | VGI | 2.39% | $79,199,267 |
| DELTA UNISON SIGNAL | SIGNAL EAGLE | V9UWFKE1J | ZTJ | 9.58% | $76,783,696 |
| OPTIMA CAPITAL | INSIGHT HORIZON | LTDQJBBPN | HAM | 8.52% | $101,164,709 |
| OPTIMA OAK | BRIDGE PRIME | B555X4ITM | CLVTS | 1.81% | $89,925,706 |