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SMEAD CAPITAL MANAGEMENT, INC.

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

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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 StatusApproved
Firm CRD#143567
SEC#801-67839
Assets Managed by Firm$6,072,332,268
No. of Clients87
No. of Advisors17

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 ClientsAUM
Firm Total87$6,072,332,268
Individuals (other than high net worth individuals)2$1,495,540
High net worth individuals11$88,661,401
Corporations or other businesses10$349,183,817

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