{
  "crd_number": 310107,
  "slug": "sloy-dahl-and-holst-holdings-inc-vancouver-wa-310107",
  "primary_business_name": "SLOY DAHL & HOLST HOLDINGS, INC",
  "legal_name": "SLOY DAHL & HOLST HOLDINGS, INC",
  "dbas": [],
  "city": "Vancouver",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 186620841.0,
  "raum_discretionary": 186620841.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 186620841.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310107",
  "city_as_filed": "VANCOUVER",
  "url": "https://advisorcensus.com/firm/sloy-dahl-and-holst-holdings-inc-vancouver-wa-310107",
  "display_name": "Sloy Dahl & Holst Holdings, Inc",
  "summary": "Sloy Dahl & Holst Holdings, Inc is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Sloy Dahl & Holst Holdings, Inc (CRD 310107): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sloy Dahl & Holst Holdings, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sloy Dahl & Holst Holdings, Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Sloy Dahl & Holst Holdings, Inc's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 15, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sloy Dahl & Holst Holdings, Inc located?",
      "a": "Sloy Dahl & Holst Holdings, Inc's principal office is in Vancouver, WA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sloy Dahl & Holst Holdings, Inc registered with the SEC or a state?",
      "a": "Sloy Dahl & Holst Holdings, Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 310107."
    },
    {
      "q": "How much does Sloy Dahl & Holst Holdings, Inc manage?",
      "a": "Sloy Dahl & Holst Holdings, Inc reports $186,620,841 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sloy Dahl & Holst Holdings, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Sloy Dahl & Holst Holdings, Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310107"
    },
    {
      "q": "Does Sloy Dahl & Holst Holdings, Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 15, 2026 says: \"In general, we require a minimum of $100,000 to invest in the Fund.\""
    },
    {
      "q": "What changed in Sloy Dahl & Holst Holdings, Inc's recent Form ADV filings?",
      "a": "In the October 2026 filing data: No longer lists an office in Portland, OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-02-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 186620841.0,
      "total_employees": 3,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "No longer lists an office in Portland, OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 15, 2026",
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Our management fee is 1% of the net asset value of the capital accounts of the shareholders of the Fund. The management fee is payable quarterly in arrears based the net asset value."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "In general, we require a minimum of $100,000 to invest in the Fund."
        ]
      }
    ],
    "quotes": [
      "Our management fee is 1% of the net asset value of the capital accounts of the shareholders of the Fund. The management fee is payable quarterly in arrears based the net asset value.",
      "In general, we require a minimum of $100,000 to invest in the Fund."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sloy-dahl-and-holst-holdings-inc-vancouver-wa-310107.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 186620841.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310107",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}