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STORDAHL CAPITAL MANAGEMENT, INC.
CRD 287916File 801-110611
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$675.9M
Above cohort median (national)
Discretionary AUM
$657.7M
Non-discretionary $18.2M
Clients
331
1,026 accounts
Employees
11
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 13, 2017
- Principal office
- 8400 EAST CRESCENT PARKWAY, SUITE 420, GREENWOOD VILLAGE, CO, 80111
- Phone
- 303-770-0602
- Website
- HTTP://WWW.STORDAHLCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $675.9M
- Discretionary AUM
- $657.7M
- Non-discretionary AUM
- $18.2M
- Discretionary accounts
- 1,022
- Non-discretionary accounts
- 4
- Total accounts
- 1,026
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $124.4M |
| Charitable organizations | 19 | $1.0M |
| High net worth individuals | 173 | $490.7M |
| Pension and profit sharing plans | 4 | $18.2M |
| Individuals (other than high net worth individuals) | 124 | $41.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 319 | 331 | increased by12 |
| Apr 1, 2026 | AUM | $612,199,956 | $675,912,374 | increased by$63,712,418 |
| Apr 1, 2026 | Accounts | 985 | 1,026 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 10 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 319 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $474,549,362 | $612,199,956 | increased by$137,650,594 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 767 | 985 | increased by218 |
| Mar 1, 2022 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2022 | Clients | 252 | 272 | increased by20 |
| Mar 1, 2022 | AUM | $394,814,287 | $474,549,362 | increased by$79,735,075 |
| Mar 1, 2022 | Accounts | 701 | 767 | increased by66 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STORDAHL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STORDAHL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.