# Stordahl Capital Management, Inc.

> 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.

- CRD: 287916
- Filed as: STORDAHL CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287916
- AdvisorCensus page: https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916

## Quick answers

**How is Stordahl Capital Management, Inc. compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stordahl Capital Management, Inc. located?**
Stordahl Capital Management, Inc.'s principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Stordahl Capital Management, Inc. registered with the SEC or a state?**
Stordahl Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287916.

**How much does Stordahl Capital Management, Inc. manage?**
Stordahl Capital Management, Inc. reports $675,912,374 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (97% discretionary).

**How have Stordahl Capital Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Stordahl Capital Management, Inc. serve?**
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).

**Which custodians does Stordahl Capital Management, Inc. use?**
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.

**Does Stordahl Capital Management, Inc. report any disciplinary disclosures?**
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

**What changed in Stordahl Capital Management, Inc.'s recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $675,912,374
- Discretionary: $657,701,178
- Non-discretionary: $18,211,196

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $41,533,290 |
| High net worth individuals | 173 | $490,720,032 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $18,211,197 |
| Charitable organizations | 19 | $1,047,943 |
| Corporations or other businesses not listed above | 11 | $124,399,912 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NH, NM, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stordahlaerospaceresources.com](https://stordahlaerospaceresources.com)
- [stordahlcap.com](https://stordahlcap.com)
- LinkedIn @BILLSTORDAHL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $394,814,287 | 3 | February 24, 2021 |
| October 2022 | $474,549,362 | 4 | June 3, 2022 |
| October 2023 | $437,425,676 | 7 | April 4, 2023 |
| October 2024 | $530,433,055 | 7 | March 21, 2024 |
| October 2025 | $612,199,956 | 10 | July 16, 2025 |
| October 2026 | $675,912,374 | 11 | July 8, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $612,199,956 to $675,912,374 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stordahl Capital Management, Inc. (CRD 287916): Form ADV filing data as of October 2026.