SMEAD CAPITAL MANAGEMENT, INC.

CRD 143567 · SEC 801-67839

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2502 EAST CAMELBACK ROAD, SUITE 210, PHOENIX, AZ, 85016, United States

Phone

602-889-3660

Fax

602-889-3661

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.52B

Discretionary AUM

$5.36B

Team

18 total employees; 10 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	2	$1.6M
High net worth individuals	49	$43.2M
Investment companies	2	$4.45B
Pooled investment vehicles	1	$410.2M
Corporations/business entities	8	$456.8M

States served

AZ, NJ, WA

All web addresses on file

HTTP://WWW.SMEADCAP.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/SMEAD-CAPITAL-MANAGEMENT/
HTTPS://WWW.FACEBOOK.COM/SMEADCAP/
HTTPS://TWITTER.COM/SMEADCAP

Official SEC filing: View on IAPD