CRD: 117737
Mustard Seed Wealth Management
$449.4M Total AUM
$431.2M Disc. AUM
-- 3Y CAGR
10 Employees
758 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2003
- Office Locations
- 5
Office Locations
108 East 19th Hope AR
202 S. Pine Magnolia AR
202 South Pine, Suite 102 Magnolia AR
About Mustard Seed Wealth Management
Mustard Seed Wealth Management is a Magnolia-based RIA with 5 offices. The firm has been operating for 23 years. Managing $449.4M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
46 AVG AGE
$49.9M AVG AUM / ADVISOR
$592.9K AVG AUM / CLIENT
13.6 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
23yrs Firm Age
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Asset Classes
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Client Personas
Capital foundation
Investment Themes
Beacon north Vertex vector
Investment Vehicles
Horizon unison
Services
Catalyst Fusion pioneer Fusion element North North Optima pathway Focus Alpha meridian Zenith
Owner & Executives
JONATHAN DAVID BAIRD
Managing Member, Partner, Wealth Manager
- CRD
- #4989535
- Ownership
- 10% but less than 25%
(394) 323-6131
north.vertex@beaconcapital.com
in linkedin.com/in/matrix-meridian
BRUCE THAD BUTTERFIELD
Managing Member, President
- CRD
- #4935046
- Ownership
- 10% but less than 25%
(806) 473-8352
timber.optima@vertexcapital.com
in linkedin.com/in/insight-insight
C
Capital capital
Matrix legacy
- CRD
- #81313
- Ownership
- 24.1%
(365) 712-7323
timber.insight@zenithcapital.com
in linkedin.com/in/vital-delta
Showing 2 of 8 owners & executives
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K
KIRK VINCENT REARDON
--
- CRD
- #2369042
(448) 970-1328
pathway.ember@foundationcapital.com
in linkedin.com/in/atlas-eagle
A
ASHTON RAY YARBROUGH
--
- CRD
- #8218776
(354) 862-1531
catalyst.vertex@alphacapital.com
in linkedin.com/in/delta-summit
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,212,526 | $279,826 |
| Non-Discretionary | $18,183,446 | $227,293 |
| Total | $449,395,972 | $277,234 |
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Separately Managed Accounts
Total SMA Asset: $449,395,972
Public Funds:
27.4% Equity - Exchange:
17.8% Cash:
21.4% Municipal Bonds:
14.5% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,588,980,723 | 27.4% |
| Equity - Exchange | $1,032,257,550 | 17.8% |
| Cash | $1,241,028,740 | 21.4% |
| Municipal Bonds | $840,883,959 | 14.5% |
| U.S. Government/Agency | $1,096,048,747 | 18.9% |
| Total | $5,799,199,719 | 100.0% |