RIA Intel›Advisers›Arizona›SMEAD CAPITAL MANAGEMENT, INC.

SMEAD CAPITAL MANAGEMENT, INC.

Institutional

N·PHOENIX, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$5.5B
1-Year AUM Growth
+15.6%
3-Year CAGR
+51.0%
Employees
10
Assets Under Management
Total AUM$5.5B
Discretionary AUM$5.4B
Non-Discretionary AUM$158M
Discretionary %97.1%
Total Clients131
Team
Total Employees10
Investment Advisers18
Employee Growth (1Y)—
Filing History
Total Filings on Record35
First FilingApr 13, 2007
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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