Mustard Seed Financial, LLC
Mustard Seed Financial, LLC is a Registered Investment Adviser (RIA) headquartered in Magnolia, Arkansas. Founded and led by Brian Burks for over 20 years and employing around 9-10 people, the firm provides wealth management and fiduciary investment advisory services to individuals, high net worth individuals, charitable organizations, and pension/profit sharing plans. The firm is dedicated to independent, client-centered advice and prioritizes fiduciary duty in all aspects of its service.
Investment Strategy
Mustard Seed Financial employs an open-architecture investment approach, focusing on individualized portfolio management tailored to each client's unique financial situation. The firm dynamically adjusts allocations based on economic conditions and client goals, acting as a fiduciary to always provide advice in the client's best interest. Its core clients include individuals (both high net worth and otherwise), charitable organizations, and select pension and profit sharing plans, with no significant exposure to pooled investment vehicles or institutional entities.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSV | VANGUARD BD INDEX FDS | 9.96% | $15.5M | 196,305 | $77.23 | $78.91 | -$119.2K |
V VCSH | VANGUARD SCOTTSDALE FDS | 7.85% | $12.2M | 152,682 | $78.32 | $79.93 | +$3.0M |
V VUG | VANGUARD INDEX FDS | 6.55% | $10.2M | 21,234 | $339.97 | $479.61 | +$1.0M |
B BIV | VANGUARD BD INDEX FDS | 6.46% | $10.1M | 128,754 | $76.46 | $78.09 | +$170.2K |
V VTV | VANGUARD INDEX FDS | 4.65% | $7.2M | 38,814 | $150.45 | $186.49 | +$297.0K |