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SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567File 801-67839
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.52B
Top 25% of cohort (national)
Discretionary AUM
$5.36B
Non-discretionary $157.8M
Clients
62
185 accounts
Employees
18
Top 10% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 26, 2007
- Principal office
- 2502 EAST CAMELBACK ROAD, SUITE 210, PHOENIX, AZ, 85016
- Phone
- 602-889-3660
- Website
- HTTP://WWW.SMEADCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.52B
- Discretionary AUM
- $5.36B
- Non-discretionary AUM
- $157.8M
- Discretionary accounts
- 62
- Non-discretionary accounts
- 123
- Total accounts
- 185
- AUM per client
- $89.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $456.8M |
| Investment companies | 2 | $4.45B |
| High net worth individuals | 49 | $43.2M |
| Pooled investment vehicles | 1 | $410.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 185 | 62 |
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.