Smead Capital Management, Inc.
Smead Capital Management, Inc. (CRD# 143567) is a financial advisory firm headquartered in Phoenix, AZ. They manage $5,250,997,806 in 79 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management5,251MILLION
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$66,468,327
- 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, PA, TX, WA
Robert Carter (CRD# 6961244) is an Investment Advisor Representative working at Smead Capital Management, Inc. in West Conshohocken, PA and has over 5 years of experience in the finance industry.
James Casey (CRD# 5879950) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry. James Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Lemire (CRD# 2181031) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 20 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 7 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 14 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 16 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 42 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.