Smead Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 30, 2026, reports $5.5B in regulatory assets under management, 18 employees, 2 offices, and 185 accounts.
Assets Under Management
$5.5B
Employees
18
Offices
2 offices
Total Clients
185
Primary office
PHOENIX, AZ
2502 EAST CAMELBACK ROAD, SUITE 210, PHOENIX, AZ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentUMA PLATFORM represent 66.5% of total clients.
Top client categories% of clientsClients
1
UMA PLATFORM
66.5%
123
2
HNWI
26.5%
49
3
Corporations
4.3%
8
4
Individuals
1.1%
2
5
Investment Cos.
1.1%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 30, 2026
Discretionary97.1%
$5.4B
97% of total RAUM97.1%
Non-discretionary2.9%
$158M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts185
10Y AUM Change+$3.5B (+173.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee10:1
10Y Employee Change+6 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.