Sloy, Dahl & Holst, LLC
● SEC registered since 1988CRD 110102SEC# 801-31712Vancouver, WA
Reg. AUM
$1.8B
Employees
6
Accounts
1,086
Location
Vancouver, WA
Sloy, Dahl & Holst, LLC assets under management
Sloy, Dahl & Holst, LLC operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 1988. It reports $1.8 billion in regulatory assets under management and employs 6 people.
Sloy, Dahl & Holst, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holst Holdings, Inc Control | Owner | 50-75% | 2019 |
| James Craig Holst Control | Managing Member/ Chief Compliance Officer | Under 5% | 1988 |
| Ronald Joseph Sloy Control | Managing Member/ Vice President | Under 5% | 1988 |
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Join to unlock · $37/moFrequently asked questions
How much does Sloy, Dahl & Holst, LLC manage?
Sloy, Dahl & Holst, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Sloy, Dahl & Holst, LLC have?
Sloy, Dahl & Holst, LLC reports 6 employees.
Where is Sloy, Dahl & Holst, LLC located?
Sloy, Dahl & Holst, LLC is based in Vancouver, WA and has been SEC-registered since 1988.
Does Sloy, Dahl & Holst, LLC disclose fund performance?
Sloy, Dahl & Holst, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1220 Main Street, Suite 400, Vancouver, WA 98660 |
| Phone | 503-248-9800 |
| Fax | 503-248-7088 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.8B▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.8Bregulatory AUM
Discretionary $1.8B