Stordahl Capital Management, Inc. (Greenwood Village)

Name: Stordahl Capital Management, Inc.
Address: 8400 East Crescent Parkway, Greenwood Village, CO, 80111
Telephone: 303-726-8944

Stordahl Capital Management, Inc. is a large advisory firm based in Greenwood Village. It manages $283.85 million of regulatory assets for 661 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

Stordahl Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stordahl Capital Management: assets under management

The assets under management (AUM) of Stordahl Capital Management, Inc. is $283.85 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $278.19 million in discretionary accounts and $5.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $422.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.83 million.

Investments

The firm invests in exchange traded securities the most. They account for 76% of the total AUM. The second-largest asset type is government bonds, which make up 9% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stordahl Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stordahl Capital Management serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Stordahl Capital Management is high net worth individuals with 70 clients and $142.26 million of assets under management. Among the 9 most similar advisory firms, Stordahl Capital Management has the 3rd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $278.19 million for 241 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stordahl Capital Management doesn't advise any private funds.

Careers at Stordahl Capital Management, Inc.

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Stordahl Capital Management, Inc. is owned by Julie Christine Stordahl. William Jason Stordahl joined the executive team most recently as the Managing Director & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Jason Stordahl	Managing director & chief compliance officer	1 May 2015	75% - 100%	2245878
Julie Christine Stordahl	Owner	1 May 2015	Other	5661334

Based in Greenwood Village

The principal office where Stordahl Capital Management, Inc. performs its advisory services is located at 8400 East Crescent Parkway, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-726-8944 or by fax 303-770-0304. The normal business hours are 9am - 4pm on Monday - Friday. You can find more information about the New York firm at stordahlcapital.com.