Data / Investment advisers / Colorado / Stordahl Capital Management, Inc.
Stordahl Capital Management, Inc., Greenwood Village, CO: $676 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stordahl Capital Management, Inc. is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $676 million in regulatory assets under management in its Form ADV filed July 8, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Stordahl Capital Management, Inc. (CRD number 287916): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 287916
- SEC file number
- 801-110611
- SEC status
- Approved, effective June 13, 2017
- Main office
- 8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111
- Phone
- (303) 770-0602
- Website
- stordahlcap.com
- Regulatory AUM
- $675,912,374 in the Form ADV filed July 8, 2026
- Discretionary AUM
- $657,701,178
- Non discretionary AUM
- $18,211,196
- Accounts
- 1,026
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 173 | $490.7 million |
| Corporations or other businesses | 11 | $124.4 million |
| Individuals (other than high net worth individuals) | 124 | $41.5 million |
| Pension and profit sharing plans | 4 | $18.2 million |
| Charitable organizations | 19 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $675.9 million | March 4, 2026 |
| December 1, 2025 | $612.2 million | July 16, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wynkoop LLC | Greenwood Village | $1.22 billion | 4 | adviserinfo.sec.gov |
| Heirloom Wealth Management LLC | Greenwood Village | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Icon Advisers, Inc. | Greenwood Village | $875.9 million | Not listed | adviserinfo.sec.gov |
| Investment Management Associates | Greenwood Village | $810 million | Not listed | adviserinfo.sec.gov |
| Dodds Wealth, LLC | Greenwood Village | $706.2 million | Not listed | adviserinfo.sec.gov |
| Focused Alpha, LLC | Greenwood Village | $663.9 million | Not listed | adviserinfo.sec.gov |
| Impact Capital Partners LLC | Greenwood Village | $625.6 million | Not listed | adviserinfo.sec.gov |
| Owl Creek Wealth Partners | Greenwood Village | $602.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Stordahl Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.