Smead Capital Management, Inc.

Overview

Smead Capital Management, Inc. is an SEC registered investment adviser based in Phoenix, AZ, registered since 2007. It reports $5.5B in assets under management across 185 accounts, with 18 employees. It has 6 investment adviser representatives.

Reported AUM

$5.5B

Discretionary

97%

Accounts

185

Average account

$29.8M

Employees

18

Advisory reps

6

Registered since

2007

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Other clients
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 6

• Cole W Smead President, Shareholder CRD 5225268
• Brian Lewis Briggs Chief Compliance Officer CRD 4397218
• Conor William OCallaghan Chief Operating Officer, Shareholder CRD 4813694

3 more executive officers, with direct contact details

Advisory reps 3 of 6

• Steven Joseph Lemire Investment Adviser Rep CRD 2181031
• Daniel Marshall Registered Rep · Investment Adviser Rep CRD 6004317
• Brendan Patrick O'Hora Registered Rep · Investment Adviser Rep CRD 7512626

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2502 E Camelback Rd Ste 210
Phoenix, AZ 85016

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: smeadcap.com

Every state, with registration dates

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