Smead Capital Management, Inc
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Overview
Smead Capital Management, Inc is an advisory firm based in Phoenix, Arizona. The firm has $5.3 billion in total assets over 79 customer accounts, making it one of the largest firms in the United States by assets under management (AUM). The firm has a small group, including 10 financial advisors. Smead Capital Management, Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Smead Capital Management, Inc manages most of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments without requiring the customer's permission. The company also oversees 28 non-discretionary accounts with a total of $94.7 million in assets. The firm administers an average of $66.5 million in assets for each customer account. An average financial advisor at Smead Capital Management, Inc manages around eight client accounts, placing it among the more personalized advisor firms in the country.
The firm's main office is at 2777 East Camelback Road, Phoenix, Arizona 85016. Smead Capital Management, Inc is legally allowed to serve investors throughout 5 states, including Arizona, Texas, Washington, Pennsylvania and New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Smead Capital Management, Inc by the Numbers
$5.3 billion
16
79
$66.5 million
Fee Structure
Financial management fees vary depending on which services the firm provides the client. Fees billed by the firm typically consist of the following fee structure: asset-based. Smead Capital Management, Inc does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different investors. It provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, corporations and other. Out of its 79 accounts, Smead Capital Management, Inc's biggest client group is high net worth investors, but it also serves 30 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 9% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 37.97%
- Other Individuals - 11.39%
- Corporations - 50.63%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Smead Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Smead Capital Management, Inc
Phoenix, AZ
Phoenix, AZ
Ringwood, NJ
Phoenix, AZ
Conshohocken, PA
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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