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| Stordahl Capital Management Inc
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|---|---|
| CRD # | 287916 |
| SEC # | 801-110611 |
| CIK # | 0001729093 |
| AUM | 675.9 M (2026-03-04) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 303-770-0602 |
| Address | 8400 East Crescent Parkway Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729093 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.5 | ||
| Carey W P & Co LLC | 1.9 | ||
| Apple Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 41.5 |
| (b) Individuals (high net worth individuals) | 173 | 490.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 18.2 |
| (h) Charitable organizations | 19 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 124.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,026 | 675.9 |
| By Discretionary | ||
| Discretionary | 1,022 | 657.7 |
| Non-Discretionary | 4 | 18.2 |
| Total | 1,026 | 675.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 675.6 | |
| Total | 1,026 | 675.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729093] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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