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STORDAHL CAPITAL MANAGEMENT, INC.

CRD 287916File 801-110611
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other11$124.4M
Charitable organizations19$1.0M
High net worth individuals173$490.7M
Pension and profit sharing plans4$18.2M
Individuals (other than high net worth individuals)124$41.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.