GREENWOOD VILLAGE, COCRD 287916Latest ADV March 4, 2026
Stordahl Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 4, 2026, reports $676M in regulatory assets under management, 11 employees, and 1,026 accounts.
Assets Under Management
$676M
Employees
11
Offices
--
Total Clients
331
Primary office
GREENWOOD VILLAGE, CO
8400 EAST CRESCENT PARKWAY, SUITE 420, GREENWOOD VILLAGE, CO, United States
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
173
2
Individuals
37.5%
124
3
Charitable
5.7%
19
4
Corporations
3.3%
11
5
Pension Plans
1.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$676Mas of March 4, 2026
Discretionary97.3%
$658M
97% of total RAUM97.3%
Non-discretionary2.7%
$18M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$676M
Total Accounts1,026
10Y AUM Change+$676M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee30:1
10Y Employee Change+8 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.