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STORDAHL CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · CRD 287916 · IAPD ↗ · stordahlcap.com · 303-770-0602

$675.9MRegulatory AUM
6Advisory reps
11Employees
1Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — STORDAHL CAPITAL MANAGEMENT, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — STORDAHL CAPITAL MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — STORDAHL CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($437.4M -> $530.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — STORDAHL CAPITAL MANAGEMENT, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.