SMEAD CAPITAL MANAGEMENT, INC.

2502 East Camelback Road
Suite 210
Phoenix, Arizona 85016
Tel: 602-889-3660

About SMEAD CAPITAL MANAGEMENT, INC.

SMEAD CAPITAL MANAGEMENT, INC, formally registered with the SEC as SMEAD CAPITAL MANAGEMENT, INC. The firm was established in 04/26/2007. They have over 3 offices throughout the country.

SMEAD CAPITAL MANAGEMENT, INC. is a Phoenix, Arizona based Financial Planning firm with nearly $6,072,332,268 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143567
SEC#	801-67839
Assets Managed by Firm	$6,072,332,268
No. of Clients	87
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	87	$6,072,332,268
Individuals (other than high net worth individuals)	2	$1,495,540
High net worth individuals	11	$88,661,401
Corporations or other businesses	10	$349,183,817

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