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 SEC-registered investment adviser (registered in 2007) organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Smead also undertakes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and acts as sponsor, general partner, or managing member for pooled investment vehicles. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
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
William Smead
Chief Investment OfficerCRD 1020717
Cole Smead
Chief Executive Officer, Portfolio ManagerCRD 5225268
Conor Ocallaghan
Chief Operating OfficerCRD 4813694
Contacts
3 of 4
Yelena Schubert
Vice President, OperationsCRD 5503504
Daniel Marshall
Vice President, OperationsCRD 6004317
William Way
ShareholderCRD 5775914
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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