Smead Capital Management, Inc.
Smead Capital Management, Inc. (CRD# 143567) is a financial advisory firm headquartered in Phoenix, AZ. They manage $6,072,332,268 in 87 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management6,072MILLION
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Total Number of Accounts87ACCOUNTS
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Average Account Value$69,796,923
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, NJ, WA
James Casey (CRD# 5879950) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.
Steven Lemire (CRD# 2181031) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 21 years of experience in the finance industry.
Daniel Marshall (CRD# 6004317) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.
Yelena Schubert (CRD# 5503504) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.
Cole Smead (CRD# 5225268) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.
William Smead (CRD# 1020717) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 43 years of experience in the finance industry.
Brendan O'hora (CRD# 7512626) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Ringwood, NJ and has 1 year of experience in the finance industry.