Investment adviser · CRD 110102
SLOY, DAHL & HOLST, LLC
Investment adviser filing (IA)
VANCOUVER, WA, United States · Form ADV filed May 6, 2026
- Regulatory AUM
- $1.8B Form ADV · Item 5.F
- Client accounts
- 1,086 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 66 | $870,184,984 | 48.2% |
| High-net-worth individuals | 165 | $757,222,645 | 42.0% |
| Individuals | 283 | $128,016,063 | 7.1% |
| Corporations & businesses | 12 | $48,084,493 | 2.7% |
Filing source
Form ADV 2103621 · May 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
1220 MAIN STREET, SUITE 400VANCOUVER, WA, 98660, United States
CRD 110102
Filing source
Form ADV 2103621 · May 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.