Stordahl Capital Management, Inc.
- Regulatory AUM
- $676M
- Discretionary
- $658M
- Clients
- 331
- Avg AUM / client
- $2.0M
- Accounts
- 1,026
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Investments (13F portfolio — 68 positions, $545,945,266)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $100,441,983 | 146,244 | 18.4% | 14.9% |
| 2 | Dimensional Etf Trust | US SMALL CAP ETF | $59,640,587 | 724,321 | 10.9% | 8.82% |
| 3 | Vanguard Admiral Fds Inc | 500 VAL IDX FD | $54,738,196 | 249,707 | 10.0% | 8.1% |
| 4 | Dimensional Etf Trust | INTL CORE EQUITY | $52,051,361 | 1,396,977 | 9.53% | 7.7% |
| 5 | Vanguard Bd Index Fds | TOTAL BND MRKT | $40,678,558 | 554,128 | 7.45% | 6.02% |
| 6 | Dimensional Etf Trust | US SMALL CAP ETF | $35,436,724 | 913,553 | 6.49% | 5.24% |
| 7 | Dimensional Etf Trust | EMERGING MKTS CO | $23,565,307 | 579,855 | 4.32% | 3.49% |
| 8 | Ishares Tr | 0-5 YR TIPS ETF | $23,180,548 | 226,904 | 4.25% | 3.43% |
| 9 | Vanguard Admiral Fds Inc | MIDCP 400 GRTH | $21,370,667 | 146,074 | 3.91% | 3.16% |
| 10 | Vanguard Admiral Fds Inc | 500 GRTH IDX F | $20,653,804 | 249,986 | 3.78% | 3.06% |
| 11 | Vanguard Admiral Fds Inc | MIDCP 400 VAL | $20,078,614 | 176,020 | 3.68% | 2.97% |
| 12 | State Str Spdr S&P 500 Etf T | TR UNIT | $16,182,683 | 21,670 | 2.96% | 2.39% |
| 13 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $15,532,149 | 196,535 | 2.85% | 2.3% |
| 14 | Ishares Tr | RUSSELL 2000 ETF | $6,468,825 | 21,530 | 1.18% | 0.96% |
| 15 | Ishares Tr | S&P 500 GRWT ETF | $6,323,011 | 45,976 | 1.16% | 0.94% |
| 16 | Ishares Tr | S&P 500 VAL ETF | $4,860,099 | 21,404 | 0.89% | 0.72% |
| 17 | Ishares Tr | S&P MC 400GR ETF | $3,181,895 | 27,080 | 0.58% | 0.47% |
| 18 | Ishares Tr | 7-10 YR TRSY BD | $2,887,695 | 30,535 | 0.53% | 0.43% |
| 19 | Microsoft Corp | COM | $2,490,312 | 6,676 | 0.46% | 0.37% |
| 20 | Schwab Strategic Tr | US LRG CAP ETF | $2,454,109 | 83,388 | 0.45% | 0.36% |
| 21 | Ishares Tr | S&P MC 400VL ETF | $2,453,809 | 16,610 | 0.45% | 0.36% |
| 22 | Wp Carey Inc | COM | $1,870,154 | 26,156 | 0.34% | 0.28% |
| 23 | Ishares Tr | RUS 2000 VAL ETF | $1,802,687 | 8,150 | 0.33% | 0.27% |
| 24 | Ishares Tr | ESG AWARE MSCI | $1,729,244 | 30,918 | 0.32% | 0.26% |
| 25 | Vanguard Index Fds | TOTAL STK MKT | $1,676,639 | 4,531 | 0.31% | 0.25% |
Top 25 of 68 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 124 | $41.5M | 6.14% |
| High net worth individuals | 173 | $491M | 72.6% |
| Pension and profit sharing plans | 4 | $18.2M | 2.69% |
| Charitable organizations | 19 | $1.0M | 0.16% |
| Corporations and other businesses | 11 | $124M | 18.4% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stordahl, Julie, Christine | Chief Compliance Officer & Chief Operating Officer | May 2015 (11y) | 10% – 25% | |
| William Jason Stordahl | Managing Director | CFP | May 2015 (11y) | 75% or more |
| Matthew Hunter Knuth | Registered representative | CFP | May 2021 (5y) | |
| Noah Kenneth Krier | Registered representative | Nov 2023 (3y) | ||
| Michel T Swanson | Registered representative | CFP | Feb 2025 (1y) | |
| Olivia Stearns Stordahl | Registered representative | CFP | Nov 2025 (1y) | |
| Lauren Paige Procknow | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $646M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗