Cole
Smead

Smead Capital Management, Inc

CRD#5225268
Investment Advisor
in Phoenix, AZ

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About this Advisor

Cole Smead is a financial advisor based in Phoenix, Arizona, with 16 years of relevant experience. Smead is currently employed by Smead Capital Management, Inc. Over the course of their career, Smead has held roles at Smead Capital Management, Inc and Quasar Distributors, LLC. Smead maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Texas and Washington. Smead Capital Management, Inc is a registered investment company operating out of Phoenix, AZ. It has offices in two locations and a total of 16 employees. It handles $5 billion in total assets between its 79 accounts, placing it among the biggest firms in the country by assets under management. Of its 79 accounts, 38% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services largely vary depending on which service is provided. Fees charged by Smead Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2777 East Camelback Road Suite 375
Phoenix, AZ 85016

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Smead Capital Management, Inc Brokerage Details

Total Assets Under Management

$5,250,997,806

AZ Average: $1,555,372,352
Total Number of Employees

16

AZ Average: 37
Total Number of Accounts

79

AZ Average: 1,370
Average Account Size

$66,468,327

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Cole Smead Work History

Cole has been registered as a financial advisor for 16 years.*

2020 - Present (4 years)

Smead Capital Management, Inc

2008 - 2014 (6 years)

Quasar Distributors, LLC

2007 - 2020 (13 years)

Smead Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cole Smead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smead Capital Management, Inc

Steven Lemire
Phoenix, AZ
James Casey
Phoenix, AZ
Brendan O'Hora
Ringwood, NJ
Daniel Marshall
Phoenix, AZ
Robert Carter
Conshohocken, PA
William Smead
Phoenix, AZ
Cole Smead
Phoenix, AZ
Yelena Schubert
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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