Smead Capital Management, Inc.
● SEC registered since 2007CRD 143567SEC# 801-67839Phoenix, AZ
Reg. AUM
$5.52B
Employees
18
Accounts
185
Location
Phoenix, AZ
Smead Capital Management, Inc. assets under management
Smead Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2007. It reports $5.5 billion in regulatory assets under management and employs 18 people.
Smead Capital Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Lewis Briggs Control | Chief Compliance Officer | Under 5% | 2026 |
| Cole W. Smead Control | Ceo, Shareholder | 10-25% | 2014 |
| Conor William Ocallaghan Control | Coo, Shareholder | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Smead Capital Management, Inc. manage?
Smead Capital Management, Inc. reports $5.5 billion in regulatory assets under management on its Form ADV.
How many employees does Smead Capital Management, Inc. have?
Smead Capital Management, Inc. reports 18 employees.
Where is Smead Capital Management, Inc. located?
Smead Capital Management, Inc. is based in Phoenix, AZ and has been SEC-registered since 2007.
Does Smead Capital Management, Inc. disclose fund performance?
Smead Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2502 East Camelback Road, Suite 210, Phoenix, AZ 85016 |
| Phone | 602-889-3660 |
| Fax | 602-889-3661 |
| Office hours | 6:30a.m. To 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1427008 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.52B▼ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$5.52Bregulatory AUM
Discretionary $5.36BNon-discretionary $157.8M