Overview
Assets Under Management: $7.2 billion
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 31
Average Client Assets: $3.0 million
Frequently Asked Questions
SMEAD CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143567), SMEAD CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SMEAD CAPITAL MANAGEMENT, INC. is headquartered in PHOENIX, AZ.
SMEAD CAPITAL MANAGEMENT, INC. serves 31 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, SMEAD CAPITAL MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SMEAD CAPITAL MANAGEMENT, INC. manages $7.2 billion in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, SMEAD CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.28%
Average Client Assets: $3.0 million
Total Client Accounts: 131
Discretionary Accounts: 46
Non-Discretionary Accounts: 85
Regulatory Filings
CRD Number: 143567
Filing ID: 1947285
Last Filing Date: 2025-03-12 16:58:00