Daniel Marshall
Investment adviser representative at Smead Capital Management, Inc.
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Smead Funds Distributors, LLCDec 2025 to now
- Smead Capital Management, Inc.May 2020 to now
- Distribution Services, LLCJun 2020 to Dec 2025
- Alps Distributors, Inc.May 2020 to May 2020
- UnemployedMay 2018 to May 2020
- Edward JonesDec 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6004317
- Firm CRD
- 143567