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The fee is billed in advance, is negotiable and has a $2,000 annual minimum.","source":"MUSTARD SEED FORM ADV PART 2A, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mustard Seed Financial use?","answer":"Mustard Seed Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $426M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mustard Seed Financial have?","answer":"Mustard Seed Financial has 9 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mustard Seed Financial invest in?","answer":"At the end of its last fiscal year, Mustard Seed Financial’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% cash and equivalents, 4% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mustard Seed Financial?","answer":"Mustard Seed Financial’s direct owners are Angela Glass, Bruce Butterfield, Zachary Talley, Jonathan Baird, Laurie Pinner, Jennifer Milam and Minna Green, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mustard Seed Financial get paid?","answer":"Mustard Seed Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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