SC
SMEAD CAPITAL MANAGEMENT, INC.
SEC RegisteredPHOENIX, AZhttps://smeadcap.com602-889-3660
Assets Under Management
$5B–$25B
Employees
18
Office Locations
3 offices
Total Accounts
185
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2 | $1.6M |
| High Net Worth Individuals | 49 | $43M |
| Pension/Profit Sharing Plans | 1 | $410M |
0 total clients reported on Form ADV.
Leadership
William Wallace Smead
CIO/CEO, SHAREHOLDER
Cole W. Smead
MANAGING DIRECTOR, SHAREHOLDER
Steven Joseph Lemire
CCO, DIRECTOR OF OPERATIONS, SHAREHOLDER
Jameson Alan Greenfileld
CHIEF FINANCIAL OFFICER
Office locations
3 offices in 2 states
AZ
PHOENIXHQ
LONDON
NJ
JERSEY CITY
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#143567
SEC Number
801-67839
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
smeadcap.comPhone
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Editorial disclosure
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.