Stordahl Capital Management, Inc.

RIASEC RegisteredEst. 2017

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
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 registered investment adviser that serves both individual and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and lists pension consulting among its advisory services. Compensation is primarily fee-based (percentage of assets under management) with some hourly billing. Stordahl’s public profile includes an industry recognition from FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds67%
Exchange Traded Equities17%
US Government Bonds8%
Cash & Cash Equivalents5%
Other2%

Owners & executives

1 of 1

Julie Stordahl
Chief Compliance OfficerCRD 5661334

Contacts

3 of 6

Noah Krier
Associate AdvisorCRD 7535243
Matthew Knuth
Lead AdvisorCRD 7267980
Lauren Procknow
Associate AdvisorCRD 7990235

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 50

Active vs passive

$534M in ETFs

Passive

68%

$363M

Active

32%

$171M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$100M	146,244	18.81%

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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

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