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Brendan Patrick O'hora

Investment adviser representative at Smead Capital Management, Inc.
14 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

14 years in the industry.

  1. Smead Funds Distributors, LLCDec 2025 to now
  2. Smead Capital Management, Inc.Jan 2023 to now
  3. Distribution Services, LLCJan 2023 to Dec 2025
  4. Ef Hutton GroupFeb 2022 to Oct 2022
  5. Third Bridge GroupJun 2021 to Feb 2022
  6. Holy Name HospitalJan 2021 to Jun 2021
  7. Quinnipiac UniversityAug 2017 to Jun 2021
  8. Saint Joseph Regional High SchoolAug 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7512626
Firm CRD
143567
Advisor's SEC record (opens in a new tab)
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