Smead Capital Management, INC.
Phoenix, AZ·SEC-registered · CRD #143567
Smead Capital Management, INC. is an SEC-registered investment advisory firm in Phoenix, AZ managing $5.5B across 308 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.5B
Client accounts
308
Advisory staff
10
Fee model
Fee-only
How Smead Capital Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Smead Capital Management, INC.
How much does Smead Capital Management, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Smead Capital Management, INC. reports $5.5B in regulatory assets under management across roughly 308 client accounts.
How does Smead Capital Management, INC. charge?
Smead Capital Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Smead Capital Management, INC. a fiduciary?
Yes. Smead Capital Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #143567), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Smead Capital Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Smead Capital Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Phoenix, AZ
Profile compiled from Smead Capital Management, INC.'s public SEC Form ADV filing (CRD #143567, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Smead Capital Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Smead Capital Management, INC.? Claim this profile.