# Sloy, Dahl & Holst, LLC

> Sloy, Dahl & Holst, LLC is an SEC-registered investment advisory firm in Vancouver, WA, registered since 1988, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 110102
- Filed as: SLOY, DAHL & HOLST, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110102
- AdvisorCensus page: https://advisorcensus.com/firm/sloy-dahl-and-holst-llc-vancouver-wa-110102

## Quick answers

**How is Sloy, Dahl & Holst, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sloy, Dahl & Holst, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Sloy, Dahl & Holst, LLC located?**
Sloy, Dahl & Holst, LLC's principal office is in Vancouver, WA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sloy, Dahl & Holst, LLC registered with the SEC or a state?**
Sloy, Dahl & Holst, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110102.

**How much does Sloy, Dahl & Holst, LLC manage?**
Sloy, Dahl & Holst, LLC reports $1,803,508,185 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**How have Sloy, Dahl & Holst, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sloy, Dahl & Holst, LLC: Regulatory assets under management: $1,522,685,470 in the October 2021 data and $1,803,508,185 in the October 2026 data, up 18%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sloy, Dahl & Holst, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (283); high net worth individuals (165); pension and profit sharing plans (but not the plan participants or government pension plans) (66).

**Which custodians does Sloy, Dahl & Holst, LLC use?**
Sloy, Dahl & Holst, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sloy, Dahl & Holst, LLC report any disciplinary disclosures?**
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/110102

**What changed in Sloy, Dahl & Holst, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,803,508,185
- Discretionary: $1,803,508,185
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 283 | $128,016,063 |
| High net worth individuals | 165 | $757,222,645 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 66 | $870,184,984 |
| Corporations or other businesses not listed above | 12 | $48,084,493 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1988 (38 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, KY, NE, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- ronsloy.com
- sdh-inc.com
- LinkedIn @3150529

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,522,685,470 | 6 | March 17, 2021 |
| October 2022 | $1,347,246,534 | 7 | August 11, 2022 |
| October 2023 | $944,230,557 | 5 | September 7, 2023 |
| October 2024 | $1,338,445,292 | 5 | March 7, 2024 |
| October 2025 | $1,681,640,167 | 5 | April 14, 2025 |
| October 2026 | $1,803,508,185 | 6 | May 6, 2026 |

Regulatory assets under management: $1,522,685,470 in the October 2021 data and $1,803,508,185 in the October 2026 data, up 18%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sloy, Dahl & Holst, LLC (CRD 110102): Form ADV filing data as of October 2026.