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William Wallace Smead

Smead Capital Management, Inc.

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About William Wallace Smead

William Wallace Smead is a registered investment advisor representative with Smead Capital Management, Inc. William has been in the financial industry since 1980. William holds the Series 63, 65, 7 and 8 licenses and has a proven track record of success in the industry. William is a highly qualified and experienced investment advisor with a deep understanding of the financial markets.

Firm Information

William 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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William Smead’s Registration & Firm History

AZ

06/29/2007 - Present

Smead Capital Management, Inc. (PHOENIX AZ)

ME

01/28/2008 - 07/08/2013

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

WA

09/18/2001 - 07/05/2007

WACHOVIA SECURITIES, LLC (SEATTLE WA)

NY

08/03/1990 - 09/26/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

05/01/1989 - 08/16/1990

OPPENHEIMER & CO., INC. (NEW YORK NY)

NA

10/02/1980 - 06/06/1989

DREXEL BURNHAM LAMBERT INCORPORATED

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Licenses & Designations

IA

Issued 07/25/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/20/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Wallace Smead.
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