Unclaimed Profile

Steven Joseph Lemire

SMEAD CAPITAL MANAGEMENT, INC.·PHOENIX, Arizona

SIE, Series 7, Series 24, Series 26, Series 63, Series 65, Series 66Clean record22 years registeredSMEAD CAPITAL MANAGEMENT, INC.

2502 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 2181031Firm CRD# 143567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Joseph Lemire · PHOENIX, AZ

Registration

CRD #2181031 · SMEAD CAPITAL MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

SMEAD CAPITAL MANAGEMENT, INC.

Jul 2014 – present

VICEROY INVESTMENT ADVISORS LLC

Sep 2013 – Jun 2014

EVERETT, WA

OBERWEIS SECURITIES, INC.

Mar 2004 – Jun 2005

NORTH AURORA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · March 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMEAD CAPITAL MANAGEMENT, INC.

CRD 143567 · SEC 801-67839

AUM

$6.1B

Regulatory assets under management

Employees

87 client accounts

Services offered by SMEAD CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SMEAD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Joseph Lemire offer?

Steven Joseph Lemire specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Steven Joseph Lemire's credentials?

Steven Joseph Lemire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Joseph Lemire located?

Steven Joseph Lemire is based in PHOENIX, Arizona, working with SMEAD CAPITAL MANAGEMENT, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Steven Joseph Lemire charge for services?

Steven Joseph Lemire's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMEAD CAPITAL MANAGEMENT, INC.?

SMEAD CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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