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).

By the Numbers
  • Total Assets Under Management
    6,072
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $69,796,923
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NJ, WA

Financial Advisors at Smead Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
James B. Casey
CRD#: 5879950
2502 East Camelback Road, Suite 210, Phoenix, AZ 85016

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.

2
Steven J. Lemire
CRD#: 2181031
2502 East Camelback Road, Suite 210, Phoenix, AZ 85016

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.

3
Daniel Marshall
CRD#: 6004317
2777 E. Camelback Rd, Suite 375, Phoenix, AZ 85016

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.

4
Yelena A. Schubert
CRD#: 5503504
2502 East Camelback Road, Suite 210, Phoenix, AZ 85016

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.

5
Cole W. Smead
CRD#: 5225268
2777 East Camelback Road, Suite 375, Phoenix, AZ 85016

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.

6
William W. Smead
CRD#: 1020717
2502 East Camelback Road, Suite 210, Phoenix, AZ 85016

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.

7
Jackson P. Allison
CRD#: 7398009
30 Montgomery Street, Suite 920, Jersey City, NJ 07302

Jackson Allison (CRD# 7398009) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Jersey City, NJ and has 1 year of experience in the finance industry.

8
Brendan P. O'hora
CRD#: 7512626
Ringwood, NJ

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.

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