SMEAD CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2007

Total AUM

$5.5B

Discretionary

$5.4B

97% of AUM

Avg account

$29.8M

Accounts

185

Employees

Advisory reps

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

FINTRX

Overview

Smead Capital Management, Inc. is a privately owned investment advisory firm that manages equity-focused portfolios for individuals, families and institutional clients. The firm charges fees based on a percentage of assets under management and reports portfolio management for individual and small business clients, investment companies, pooled investment vehicles and businesses or institutions. Smead also lists CPO/CTA activity and acts in sponsor/GP/managing-member roles for pooled investment vehicles, indicating it both manages portfolios and can operate or seed private pooled vehicles. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser on the registry information provided. Its business structure is a corporation under individual ownership and it has operated as a registered adviser since 2007.