Yelena Anatolyevna Schubert
Investment adviser representative at Smead Capital Management, Inc.
10 yearsExperience
2 statesRegistered in
$5.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Distribution Services, LLCJan 2025 to now
- Smead Capital Management, Inc.Jul 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Smead Capital Management, Inc.
$5.5BAssets managed
185Clients
6Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5503504
- Firm CRD
- 143567