Smead Capital Management, Inc.
SEC RegisteredWe are Stock Market Investors
About the firm
Smead Capital Management advises investors through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth. The firm has been involved in stock markets for 40 years and offers mutual funds, separate accounts, and other investment vehicles to US and non-US investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services through a low-turnover value discipline, offered via mutual funds (including Smead Value Fund, Smead International Value Fund, Smead US Value UCITS Fund, and Smead Global ex-US Value UCITS Fund) and separate accounts for US and non-US investors.
Who they serve
Individuals, advisors, family offices, and institutions globally who invest through mutual funds, separate accounts, and other investment vehicles.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2 | $1.6M |
| High Net Worth Individuals | 49 | $43M |
| Pension/Profit Sharing Plans | 1 | $410M |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Smead Capital Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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