MUSTARD SEED FINANCIAL

MUSTARD SEED FINANCIAL of MERIDIAN, ID is an SEC-registered investment adviser (CRD 120514). Regulatory assets under management: $109.3M.

Registration

• CRD: 120514
• Type: Registered investment adviser
• Location: 501 S. MAIN STREET, MERIDIAN, ID, 83642
• Phone: 208-899-8389
• Latest filing: 2026-03-31
• Regulatory AUM: $109.3M
• Discretionary AUM: $87.2M
• Non-discretionary AUM: $22.1M
• Clients: 3
• Accounts: 490

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120514 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search