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Cole W. Smead

Smead Capital Management, Inc.

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About Cole W. Smead

Cole W. Smead is an investment advisor representative at Smead Capital Management, Inc. with over 14 years of experience in the industry. Cole W. Smead is registered with the state of Arizona and Washington and holds Series 3, 7 and 66 licenses. Cole W. Smead has previously worked at Quasar Distributors, LLC and Wachovia Securities, LLC. Cole W. Smead specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Cole Smead is currently registered with Smead Capital Management, Inc.. Smead Capital Management, Inc. is an investment advisor based in Phoenix, Arizona. The firm manages approximately $6.07 billion in assets for a variety of clients, including investment companies, corporations, individuals, and pooled investment vehicles. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. Smead Capital Management, Inc. participates in wrap fee programs.
Smead Capital Management, Inc.

2502 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$6.07B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cole Smead’s Registration & Firm History

AZ

10/31/2007 - Present

Smead Capital Management, Inc. (Phoenix AZ)

ME

01/29/2008 - 08/08/2014

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

10/16/2006 - 07/05/2007

WACHOVIA SECURITIES, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 11/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2006

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole W. Smead.
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