Smead Capital Management, Inc.
Registered investment advisor · Phoenix, Arizona · CRD #143567
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Smead Capital Management, Inc.
Smead Capital Management is a registered investment adviser based in Phoenix, Arizona, specializing in value investing through a low-turnover US Large Cap equity strategy. Founded in 2007 by William Smead, the firm manages mutual funds and separate accounts for individuals, financial advisors, family offices, and institutions globally, with over $6 billion in assets under management. The firm emphasizes long-term ownership of stocks selected based on eight proprietary investment criteria and ope
Fee Structure
Frequently Asked Questions
What is Smead Capital Management, Inc.'s AUM?
Smead Capital Management, Inc. reports approximately $5.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Smead Capital Management, Inc. headquartered?
Smead Capital Management, Inc. is headquartered in Phoenix, Arizona.
What is Smead Capital Management, Inc.'s CRD number?
Smead Capital Management, Inc.'s CRD number is 143567. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Smead Capital Management, Inc. manage?
Smead Capital Management, Inc. manages approximately 185 client accounts according to its latest SEC filing.
Is Smead Capital Management, Inc. SEC registered?
Yes, Smead Capital Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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