DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Stordahl Capital Management, Inc.

Independent wealth managerGreenwood Village, ColoradoCRD 287916SEC 801-110611websiteIAPD
Latest filing Jul 8, 2026
First filing on the tape May 11, 2017 · 30 filings
SEC status approved since Jun 13, 2017
RAUM
$676M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
79%
$532M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$113M
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$676M as of Jul 8, 2026
Mar 23, 2018$277M then
HNW client RAUM$491M as of Jul 8, 2026
Mar 23, 2018$143M then
State-registered IARs (5.B.3)6 as of Jul 8, 2026
Mar 23, 20184 then
Employees (5.A)11 as of Jul 8, 2026
Mar 23, 20185 then
Private funds: no history
RAUM +10% over the last fiscal year+16% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$113MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
50derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$658,784derivedRAUM over accounts (5.F.2.f)
Discretionary
97%derivedof RAUM
Institutional
2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+10%derivedbetween the last two annual amendments
Advisor growth, one year
+20%derivedItem 5.B.3 between annual amendments
Client growth, one year
+3.5%derived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Custody
$208M, 273 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$491M73%
  • Corporations and businesses$124M18%
  • Individuals$41.5M6.1%
  • Pension and profit-sharing plans$18.2M2.7%
  • Charitable organizations$1.0M0.2%
Individual clients
124reported
HNW clients
173reported
Pension plan clients
4reported
Charitable clients
19reported
Accounts
1,026reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$208M for 273 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.79 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William Jason StordahlCertified Financial PlannerGreenwood Village, CoJul 3, 201734 y4
Matthew Hunter KnuthCertified Financial PlannerGreenwood Village, CoMay 7, 202115 y0
Noah Kenneth KrierGreenwood Village, CoNov 27, 202314 y1
Michel T SwansonCertified Financial PlannerGreenwood Village, CoFeb 18, 202510 y1
Olivia Stearns StordahlCertified Financial PlannerGreenwood Village, CoNov 18, 202511 y0
Lauren Paige ProcknowGreenwood Village, CoJan 17, 202611 y0
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Christine Julie Stordahl · Chief Compliance Officer & Chief Operating Officercontrol
    since 05/2015 · owns 10% to 25%
  • Jason William Stordahl · Managing Directorcontrol
    since 05/2015 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Greenwood Village, Co · principal621
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 985 to 1,026
    Jul 16, 2025 to Mar 4, 2026
  • Advisory employees · 5 to 6
    Jul 16, 2025 to Mar 4, 2026
  • Charity clients · 15 to 19
    Jul 16, 2025 to Mar 4, 2026
  • HNW clients · 171 to 173
    Jul 16, 2025 to Mar 4, 2026
  • Individual clients · 116 to 124
    Jul 16, 2025 to Mar 4, 2026
  • Pension plan clients · 6 to 4
    Jul 16, 2025 to Mar 4, 2026
  • Assets in custody · $217M to $208M
    Jul 16, 2025 to Mar 4, 2026
  • Employees · 10 to 11
    Jul 16, 2025 to Mar 4, 2026
  • State-registered IARs · 5 to 6
    Jul 16, 2025 to Mar 4, 2026
  • Discretionary RAUM · $596M to $658M
    Jul 16, 2025 to Mar 4, 2026
  • HNW RAUM · $436M to $491M
    Jul 16, 2025 to Mar 4, 2026
  • Individual RAUM · $35.8M to $41.5M
    Jul 16, 2025 to Mar 4, 2026
  • Non-discretionary RAUM · $16.2M to $18.2M
    Jul 16, 2025 to Mar 4, 2026
  • Pension RAUM · $17.0M to $18.2M
    Jul 16, 2025 to Mar 4, 2026
  • RAUM · $612M to $676M
    Jul 16, 2025 to Mar 4, 2026
  • Financial planning clients · 1-10 to 1-10
    Mar 6, 2025 to Jul 16, 2025
  • Accounts · 915 to 985
    Mar 21, 2024 to Mar 6, 2025
  • Advisory employees · 6 to 5
    Mar 21, 2024 to Mar 6, 2025
  • Charity clients · 16 to 15
    Mar 21, 2024 to Mar 6, 2025
  • HNW clients · 165 to 171
    Mar 21, 2024 to Mar 6, 2025
  • Individual clients · 105 to 116
    Mar 21, 2024 to Mar 6, 2025
  • Assets in custody · $159M to $217M
    Mar 21, 2024 to Mar 6, 2025
  • Employees · 7 to 10
    Mar 21, 2024 to Mar 6, 2025
  • State-registered IARs · 6 to 5
    Mar 21, 2024 to Mar 6, 2025
  • Discretionary RAUM · $516M to $596M
    Mar 21, 2024 to Mar 6, 2025
  • HNW RAUM · $367M to $436M
    Mar 21, 2024 to Mar 6, 2025
  • Individual RAUM · $29.7M to $35.8M
    Mar 21, 2024 to Mar 6, 2025
  • Non-discretionary RAUM · $14.0M to $16.2M
    Mar 21, 2024 to Mar 6, 2025
  • Pension RAUM · $15.5M to $17.0M
    Mar 21, 2024 to Mar 6, 2025
  • RAUM · $530M to $612M
    Mar 21, 2024 to Mar 6, 2025
  • Accounts · 815 to 915
    Apr 4, 2023 to Mar 21, 2024
  • Advisory employees · 4 to 6
    Apr 4, 2023 to Mar 21, 2024
  • Charity clients · 9 to 16
    Apr 4, 2023 to Mar 21, 2024
  • Corporate clients · 7 to 11
    Apr 4, 2023 to Mar 21, 2024
  • HNW clients · 158 to 165
    Apr 4, 2023 to Mar 21, 2024
  • Individual clients · 107 to 105
    Apr 4, 2023 to Mar 21, 2024
  • Assets in custody · $128M to $159M
    Apr 4, 2023 to Mar 21, 2024
  • Financial planning clients · 0 to 1-10
    Apr 4, 2023 to Mar 21, 2024
  • State-registered IARs · 4 to 6
    Apr 4, 2023 to Mar 21, 2024
  • Discretionary RAUM · $425M to $516M
    Apr 4, 2023 to Mar 21, 2024
Signals
5 dated events
  • Eden Elizabeth Ross left Stordahl Capital Management, Inc. for Root Financial Partners (registered 2026-01-20)
    Sep 24, 2025 · Advisor changed firm · fact
  • Peyton Louise Simmons left Stordahl Capital Management, Inc. for Modern Wealth Management, Llc (registered 2025-01-09)
    Dec 13, 2024 · Advisor changed firm · fact
  • Joan Kathleen Koss left Stordahl Capital Management, Inc. for Callan Capital, Llc (registered 2024-01-26)
    Nov 16, 2023 · Advisor changed firm · fact
  • Tyler Hurst Smith left Stordahl Capital Management, Inc. for Forum Financial Management, Lp (registered 2022-10-05)
    Sep 30, 2022 · Advisor changed firm · fact
  • Stordahl Capital Management filed its initial SEC registration (Form ADV)
    May 11, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
303-770-0304reportedpublished by the firm, firm site, Sep 15, 2026
Business phone
303-770-0602reportedpublished by the firm, firm site, Sep 15, 2026
Website
stordahlaerospaceresources.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
303-770-0602reportedpublic record, Form ADV, Jul 8, 2026
Team page
stordahlaerospaceresources.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$113Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026