# SMEAD CAPITAL MANAGEMENT, INC.

SMEAD CAPITAL MANAGEMENT, INC. of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 143567
- Type: SEC-registered investment adviser
- SEC file number: 801-67839
- Location: 2502 EAST CAMELBACK ROAD, SUITE 210, PHOENIX, AZ, 85016
- Phone: 602-889-3660
- Latest filing: 2026-03-30
- Regulatory AUM: $5.5B
- Discretionary AUM: $5.4B
- Non-discretionary AUM: $157.8M
- Clients: 18
- Accounts: 185

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Steven Joseph Lemire | CCO, SHAREHOLDER; SHAREHOLDER | — |
| William Wallace Smead | CIO, SHAREHOLDER | — |
| William Griffith Way | SHAREHOLDER | — |
| Cole W Smead | CEO, SHAREHOLDER | — |
| LEMIRE STEVEN JOSEPH | CCO; CCO AND SHAREHOLDER; CCO, DIRECTOR OF OPERATIONS, SHAREHOLDER (+1 more) | — |
| WASSERSTRUM ALYSSA MELANIE | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| SMEAD WILLIAM WALLACE | CIO/CEO; CIO/CEO  76% SHAREHOLDER; CIO/CEO, SHAREHOLDER (+2 more) | — |
| LARSON BRENDA SUE | CCO  1% SHAREHOLDER; CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS  1% SHAREHOLDER (+1 more) | — |
| MARTIN ALISA JANELL | CHIEF OPERATIONS OFFICER/CHIEF FINANCIAL OFFICER; COO/CFO  2% SHAREHOLDER; COO/CFO, SHAREHOLDER | — |
| WAY WILLIAM GRIFFITH | 10% SHAREHOLDER; SHAREHOLDER | — |
| SCHERRER LEO A | 5% SHAREHOLDER; DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH  5% SHAREHOLDER (+1 more) | — |
| SMEAD COLE W | A MANAGING DIRECTOR  6% SHAREHOLDER; CEO, SHAREHOLDER; MANAGING DIRECTOR, SHAREHOLDER (+1 more) | — |
| greenfileld jameson alan | CHIEF FINANCIAL OFFICER | — |
| Cole W. Smead | CEO, SHAREHOLDER | — |
| Brian Lewis Briggs | CHIEF COMPLIANCE OFFICER | — |
| Conor William Ocallaghan | COO, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143567/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143567/similar
- Related entities: https://search.stillhousedata.com/firm/143567/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143567

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.