Stordahl Capital Management, Inc.
● SEC registered since 2017CRD 287916SEC# 801-110611Greenwood Village, CO
Reg. AUM
$675.9M
Employees
11
Accounts
1,026
Location
Greenwood Village, CO
Stordahl Capital Management, Inc. assets under management
Stordahl Capital Management, Inc. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2017. It reports $675.9 million in regulatory assets under management and employs 11 people.
Stordahl Capital Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Christine Stordahl Control | Chief Compliance Officer & Chief Operating Officer | 10-25% | 2015 |
| William Jason Stordahl Control | Managing Director | Over 75% | 2015 |
Frequently asked questions
How much does Stordahl Capital Management, Inc. manage?
Stordahl Capital Management, Inc. reports $675.9 million in regulatory assets under management on its Form ADV.
How many employees does Stordahl Capital Management, Inc. have?
Stordahl Capital Management, Inc. reports 11 employees.
Where is Stordahl Capital Management, Inc. located?
Stordahl Capital Management, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2017.
Does Stordahl Capital Management, Inc. disclose fund performance?
Stordahl Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111 |
| Phone | 303-770-0602 |
| Fax | 303-770-0304 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1729093 |
| Discloses disciplinary history | No |
Regulatory AUM
$675.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$675.9Mregulatory AUM
Discretionary $657.7MNon-discretionary $18.2M