{ "crd_number": 287916, "slug": "stordahl-capital-management-inc-greenwood-village-co-287916", "primary_business_name": "STORDAHL CAPITAL MANAGEMENT, INC.", "legal_name": "STORDAHL CAPITAL MANAGEMENT, INC.", "dbas": [], "city": "Greenwood Village", "state": "CO", "country": "United States", "cbsa_code": "19740", "metro": { "cbsa_code": "19740", "common_name": "Denver", "msa_name": "Denver-Aurora-Centennial, CO", "path": "/advisors/co/denver" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-06-13", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-07-08", "carried_forward": false, "raum_total": 675912374.0, "raum_discretionary": 657701178.0, "raum_non_discretionary": 18211196.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 11, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 1047943.0, "count": 19 }, "individuals": { "raum": 41533290.0, "count": 124 }, "pension_profit_sharing": { "raum": 18211197.0, "count": 4 }, "high_net_worth_individuals": { "raum": 490720032.0, "count": 173 }, "corporations_other_businesses": { "raum": 124399912.0, "count": 11 } }, "compensation_types": [ "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "FL", "NH", "NM", "SC", "TX", "VA", "WA" ], "websites": [ "https://linkedin.com/IN/BILLSTORDAHL", "https://stordahlaerospaceresources.com", "https://stordahlcap.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287916", "city_as_filed": "GREENWOOD VILLAGE", "url": "https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916", "display_name": "Stordahl Capital Management, Inc.", "summary": "Stordahl Capital Management, Inc. is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.", "citation": "AdvisorCensus. Stordahl Capital Management, Inc. (CRD 287916): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services" ], "quick_answers": [ { "q": "How is Stordahl Capital Management, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Stordahl Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges." }, { "q": "Where is Stordahl Capital Management, Inc. located?", "a": "Stordahl Capital Management, Inc.'s principal office is in Greenwood Village, CO, according to its Form ADV." }, { "q": "Is Stordahl Capital Management, Inc. registered with the SEC or a state?", "a": "Stordahl Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287916." }, { "q": "How much does Stordahl Capital Management, Inc. manage?", "a": "Stordahl Capital Management, Inc. reports $675,912,374 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (97% discretionary)." }, { "q": "How have Stordahl Capital Management, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Stordahl Capital Management, Inc.: Regulatory assets under management: $394,814,287 in the October 2021 data and $675,912,374 in the October 2026 data, up 71%. Total employees: 3 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Stordahl Capital Management, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (173); individuals (other than high net worth individuals) (124); charitable organizations (19)." }, { "q": "Which custodians does Stordahl Capital Management, Inc. use?", "a": "Stordahl Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Stordahl Capital Management, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287916" }, { "q": "What changed in Stordahl Capital Management, Inc.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $612,199,956 to $675,912,374 (+10%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 394814287.0, "total_employees": 3, "filing_date": "2021-02-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 474549362.0, "total_employees": 4, "filing_date": "2022-06-03" }, { "period": "2023-10-01", "regulatory_assets_under_management": 437425676.0, "total_employees": 7, "filing_date": "2023-04-04" }, { "period": "2024-10-01", "regulatory_assets_under_management": 530433055.0, "total_employees": 7, "filing_date": "2024-03-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 612199956.0, "total_employees": 10, "filing_date": "2025-07-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 675912374.0, "total_employees": 11, "filing_date": "2026-07-08" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 5 to 6.", "Regulatory assets under management went from $612,199,956 to $675,912,374 (+10%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 124, "fewer_than_5": false, "raum": 41533290.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 173, "fewer_than_5": false, "raum": 490720032.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 4, "fewer_than_5": false, "raum": 18211197.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 19, "fewer_than_5": false, "raum": 1047943.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 11, "fewer_than_5": false, "raum": 124399912.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287916", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }