About Smead

Smead Capital Management is a registered investment advisor headquartered in Phoenix, AZ with offices in West Conshohocken, PA and London, UK. The firm was founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions.

Our company is staffed with experienced professionals who are dedicated to excellence in the implementation of our equity philosophy and discipline. We combine that experience with passion, courage and a discerning voice for the benefit of our clients and investors.

Portfolio Management

Bill Smead
Chief Investment Officer
Cole Smead, CFA
President & Portfolio Manager
Tony Scherrer, CFA
Director of Research & Portfolio Manager
James Hounsell, CFA
Senior Analyst

Compliance and Operations

Steve LeMire
Chief Compliance Officer
Yelena Schubert
Vice President – Operations
Dan Marshall
Vice President – Operations

Sales and Marketing

Andrew La Cava, CFA
Director – Global Client Service
Scott Herdemian
Senior Vice President – Sales
James Casey, CFP®
Vice President – Sales
Heather Peterson
Vice President – Marketing
Devin Remlinger
Assistant Vice President – Sales
Robert Carter
Associate – Sales
Dan Driscoll
Associate – Sales

CFA® is a registered trademark owned by the CFA Institute.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Form CRS: Customer Relationships Survey

Smead Capital Management, Inc. (“SCM”) is an SEC registered investment adviser located in Phoenix, Arizona. Registered investment adviser does not imply a certain level of skill or training. SCM may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding SCM and SCM’s services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of SCM’s Form ADV Part 2A providing information regarding SCM’s services, fees, and other important disclosure items is available is available on this website. Any opinions expressed on this site or in any SCM–authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of SCM. Unauthorized use of this site, or any of the material on this site without the permission of SCM, is prohibited.