Smead Capital Management, Inc.
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 143567
- Registered since
- April 26, 2007
- Website
- smeadcap.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies80.61%
- Corporations / Businesses8.28%
- Pooled Investment Vehicles7.44%
- Other2.86%
- HNWI0.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Smead Capital Management, Inc. is a privately owned institutional RIA that has been registered with the SEC since 2007. The firm operates on a percentage-of-AUM fee model and serves both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutions. The firm also appears in a capacity as a sponsor, general partner or managing member of pooled vehicles and is identified as a CPO/CTA in its business activities. ESG is not listed as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
3 of 5
Cole Smead
Chief Executive Officer, Portfolio ManagerCRD 5225268
William Smead
Chief Investment OfficerCRD 1020717
Steven Lemire
Chief Compliance OfficerCRD 2181031
Contacts
3 of 4
Yelena Schubert
Vice President, OperationsCRD 5503504
William Way
ShareholderCRD 5775914
Daniel Marshall
Vice President, OperationsCRD 6004317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.2M in ETFs
100%
$1.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $1.2M | 4,956 | 100.00% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2502 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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