STORDAHL CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2017

Total AUM

$676M

Discretionary

$658M

97% of AUM

Avg account

$659K

Accounts

1,026

Employees

Advisory reps

Firm details

Headquarters: GREENWOOD VILLAGE, Colorado
CRD number: 287916
Registered since: June 13, 2017
Website: www.stordahlcap.com
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 RIA that combines financial planning and portfolio management for both high-net-worth individuals and institutional clients. The firm charges a mix of percentage-of-AUM fees and hourly fees, and it delivers services that include portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Stordahl leans toward using broadly diversified public funds and ETFs as the primary building blocks of client portfolios, while selectively allocating to third-party alternative managers where appropriate. Stordahl Capital Management was named a Top RIA Firms entrant by FA Magazine in 2020. The firm is not an active ESG investor and is not classified as a multistate adviser in its filings. It operates as a corporation under individual ownership and has been SEC-registered since 2017. Stordahl does not act as an internal capital allocator; instead it sources external fund managers for alternative exposure and uses liquid public investments for core client holdings.