Stordahl Capital Management, Inc.

RIASEC Registered
Total AUM
$676M
Discretionary
$658M
97% of AUM
Avg account
$659K
Accounts
1,026
Employees
11
Advisory reps
7

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
287916
Registered since
June 13, 2017
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI72.6%
  • Corporations / Businesses18.4%
  • Individuals6.14%
  • Pension & Profit Sharing Plans2.69%
  • Charitable Organizations0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stordahl Capital Management, Inc. is an independent, SEC-registered investment adviser that began its SEC registration in 2017. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, plus pension consulting services. Its fee arrangements combine asset-based billing and hourly charges. Stordahl was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 17%, US Government Bonds 8%, Cash & Cash Equivalents 5%, Other 2%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities17%
  • US Government Bonds8%
  • Cash & Cash Equivalents5%
  • Other2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$496M in ETFs

Passive

73%

$364M

Active

27%

$132M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$102M145,71520.60%

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8400 E Crescent Pkwy
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth