CRD: 287916
Stordahl Capital Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About Stordahl Capital Management, Inc.
Stordahl Capital Management is a retirement-focused advisory firm serving individuals and couples already retired or within ~10 years of retirement. They provide retirement planning and ongoing portfolio management (incl. Social Security and distribution strategy), typically for disciplined savers with $2M+ saved, and intentionally limit clients for high-touch service. Custody via Schwab.
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Owner & Executives
WILLIAM JASON STORDAHL
MANAGING DIRECTOR, Senior Advisor
- CRD
- #2245878
- Ownership
- 75% or more
JULIE CHRISTINE STORDAHL
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Matthew Hunter Knuth
Lead Advisor
- CRD
- #7267980
Noah Kenneth Krier
--
- CRD
- #7535243
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $657,701,178 | $643,543 |
| Non-Discretionary | $18,211,196 | $4,552,799 |
| Total | $675,912,374 | $658,784 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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