Sloy, Dahl & Holst, LLC

Vancouver, Washington
Registered with the U.S. Securities and Exchange Commission · CRD #110102 · Form ADV last filed May 6, 2026

SEC-registered Charges on assets No commissions Financial planning No disclosures

Visit firm website Official SEC record

Assets under management

$1.8B

Larger than 87.3% of U.S. firms

Clients

526

1,086 accounts

Average per client

$3.4M

Assets divided by clients

Staff

6 give advice

Assets per employee

$300.6M

A rough capacity measure

Who they work with

Individuals 283 High net worth 165

1-10 of its clients receive financial planning services.

How they get paid

Sloy, Dahl & Holst, LLC reports charging a percentage of the assets they manage for you and hourly charges.

It does not report earning commissions on product sales.

Financial planningYes

Portfolio management for individualsYes

Disclosure history

Sloy, Dahl & Holst, LLC reported no disciplinary disclosures on Item 11 of its latest Form ADV. That covers the firm and its associated people at the time of filing; verify the current position on the official SEC record.

Firm details

Legal nameSloy, Dahl & Holst, LLC

CRD number110102

Organised asLimited Liability Company

Registration statusApproved

Main office1220 Main Street Suite 400

Phone(503) 248-9800

Custody of client assetsYes

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Every figure on this page is taken from Sloy, Dahl & Holst, LLC’s own Form ADV Part 1 filing with the SEC, last filed May 6, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.

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