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SMEAD CAPITAL MANAGEMENT, INC.

PHOENIX, AZ · CRD 143567 · IAPD ↗ · smeadcap.com · 602-889-3660

$5.52BRegulatory AUM
10Advisory reps
18Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SMEAD CAPITAL MANAGEMENT, INC. shrank from 16 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
76
April 2025 — SMEAD CAPITAL MANAGEMENT, INC. grew from 10 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.