Stordahl Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Stordahl Capital Management reports 331 clients. They include 173 high-net-worth individuals, 124 individual clients and 19 charitable organizations. Of its assets, 97.3% ($658M across 1,022 accounts) are managed with discretion; $18.2M across 4 accounts are not. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 6% |
| High-net-worth individuals | 52% | 73% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | 6% | <1% |
| Corporations and other businesses | 3% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 124 | $41.5M | 6.1% | $335K |
| High-net-worth individuals | 173 | $491M | 72.6% | $2.84M |
| Pension and profit-sharing plans | 4 | $18.2M | 2.7% | $4.55M |
| Charitable organizations | 19 | $1.05M | 0.2% | $55.2K |
| Corporations and other businesses | 11 | $124M | 18.4% | $11.3M |
| Total | 331 | $676M | 100% | $2.04M |
- Clients
- 124
- Regulatory AUM
- $41.5M
- AUM share
- 6.1%
- Avg. per client
- $335K
- Clients
- 173
- Regulatory AUM
- $491M
- AUM share
- 72.6%
- Avg. per client
- $2.84M
- Clients
- 4
- Regulatory AUM
- $18.2M
- AUM share
- 2.7%
- Avg. per client
- $4.55M
- Clients
- 19
- Regulatory AUM
- $1.05M
- AUM share
- 0.2%
- Avg. per client
- $55.2K
- Clients
- 11
- Regulatory AUM
- $124M
- AUM share
- 18.4%
- Avg. per client
- $11.3M
Total
- Clients
- 331
- Regulatory AUM
- $676M
- AUM share
- 100%
- Avg. per client
- $2.04M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Stordahl Capital Management charges 0.50%–1.00% a year for its Comprehensive Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are generally hourly, up to $500 an hour; for some monitored accounts an asset-based fee of up to 0.25% may be agreed.
William Stordahl owns 75% or more of Stordahl Capital Management. The leadership team of Stordahl Capital Management includes Chief Operating Officer Julie Stordahl. It has 11 employees, 6 of them in advisory roles.
Leadership
- Julie StordahlChief Compliance Officer & Chief Operating Officer
William StordahlManaging Director
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Stordahl Capital Management, Inc.
William Stordahl
Control person · since May 2015
- Owns 10% to 25% of Stordahl Capital Management, Inc.
Julie Stordahl
Control person · since May 2015
Stordahl Capital Management’s regulatory assets grew 1.7× from $395M (February 2021) to $676M (July 2026); clients rose from 252 to 331 and employees from 3 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $676M | 331 | 11 | 1 |
| July 2025 | $612M | 319 | 10 | 1 |
| March 2024 | $530M | 303 | 7 | 1 |
| April 2023 | $437M | 287 | 7 | 1 |
| June 2022 | $475M | 272 | 4 | 1 |
| February 2021 | $395M | 252 | 3 | 1 |
Besides its headquarters, Stordahl Capital Management has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 8400 East Crescent Parkway, Suite 420, Greenwood VillageHQ
Contact and registration details
- Legal name
- Stordahl Capital Management, Inc.
- Headquarters
- 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111
- Website
- stordahlcap.com
- Phone
- 303-770-0602
- SEC file
- 801-110611
- Structure
- Colorado corporation
- Fiscal year end
- December
Stordahl Capital Management uses Charles Schwab ($646M) as custodian for its separately managed accounts. Stordahl Capital Management has custody of $208M in client assets for 273 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $646M100%
At year end, Stordahl Capital Management’s separately managed accounts were mostly in funds (67%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $546M across 68 positions; the largest are Vanguard Index Fds (18.4%), Dimensional ETF Trust (10.9%) and Vanguard Admiral Fds Inc. (10.0%).
What the accounts hold
- Stocks17%
- Funds67%
- Bonds8%
- Cash5%
- Other2%
- Fee-based variable annuities2%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $546M
- Reported 13F value
- 68
- Positions
- 79.1%
- In the 10 largest
- +12.4%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs18.4%
- Dimensional ETF Trust · US Small Cap ETF10.9%
- Vanguard Admiral Fds Inc. · 500 Val Idx FD10.0%
- Dimensional ETF Trust · Intl Core Equity9.5%
- Vanguard BD Index Fds · Total Bnd Mrkt7.5%
- Dimensional ETF Trust · US Small Cap ETF6.5%
- Dimensional ETF Trust · Emerging Mkts CO4.3%
- iShares TR · 0-5 YR Tips ETF4.2%
- Vanguard Admiral Fds Inc. · Midcp 400 Grth3.9%
- Vanguard Admiral Fds Inc. · 500 Grth Idx F3.8%
Together, the ten largest are 79.1% of reported value.
How many clients does Stordahl Capital Management have?
Stordahl Capital Management has 331 clients and manages $676 million for them, as of July 2026. They include 173 high-net-worth individuals, 124 individual clients and 19 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Stordahl Capital Management offer?
Stordahl Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stordahl Capital Management charge?
Stordahl Capital Management charges 0.50%–1.00% a year for its Comprehensive Wealth Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 4 March 2026
Which custodians does Stordahl Capital Management use?
Stordahl Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $646M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Stordahl Capital Management have?
Stordahl Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stordahl Capital Management invest in?
At the end of its last fiscal year, Stordahl Capital Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 8% U.S. government and agency bonds, 5% cash and equivalents and 2% other. The 2% other category is described as: Fee-Based Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stordahl Capital Management?
Stordahl Capital Management’s direct owners are William Stordahl (75% or more) and Julie Stordahl (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Stordahl Capital Management get paid?
Stordahl Capital Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stordahl Capital Management registered with the SEC?
Yes, Stordahl Capital Management has been registered with the SEC as an investment adviser since 13 June 2017. Its CRD number is 287916 and its SEC file number is 801-110611.
Source: Form ADV Part 1A, Item 1, filed 8 July 2026; IAPD firm record
How do I contact Stordahl Capital Management?
Stordahl Capital Management’s main office is at 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111. Its phone number is 303-770-0602. Its website is stordahlcap.com.