Steven Joseph Lemire

Employer firm

Smead Capital Management, Inc. CRD 143567

$5.52B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Smead Capital Management, Inc.
  Phoenix, AZ
• 11/2014 → 05/2020
  Alps Distributors, Inc
  Denver, CO
• 06/2020 → 12/2024
  Umb Distribution Services, Llc
  Milwaukee, WI
• 12/2024 → 12/2025
  Distribution Services, Llc.
  Phoenix, AZ
• 12/2025 → Present
  Smead Funds Distributors, Llc
  Phoenix, AZ

Previous Registrations

• 2013-09-24 → 2014-06-16
  Viceroy Investment Advisors Llc
  Everett, WA
• 2004-03-24 → 2005-06-13
  Oberweis Securities, Inc.
  North Aurora, IL

Other Businesses

Smead Capital Management, Inc.; Investment Related; Phoenix, AZ; Registered Investment Advisor; Chief Compliance Officer; Start Date 7/2014; 160 Hrs Per Month; CCO, Treasurer and CFO Smead Value Fund.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-11-05
• S65 Uniform Investment Adviser Law Examination
  2013-09-24
• S66 Uniform Combined State Law Examination
  2003-03-17

Other Names

• Steven Joseph Lemire
• Steven J Lemire