Sloy, Dahl & Holst, LLC
Vancouver, WA·SEC-registered · CRD #110102
Sloy, Dahl & Holst, LLC is an SEC-registered investment advisory firm in Vancouver, WA managing $1.8B across 1.1k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
1.1k
Advisory staff
6
Fee model
Fee-only
How Sloy, Dahl & Holst, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sloy, Dahl & Holst, LLC
How much does Sloy, Dahl & Holst, LLC manage?
Per its most recent SEC Form ADV filing (05/06/2026), Sloy, Dahl & Holst, LLC reports $1.8B in regulatory assets under management across roughly 1.1k client accounts.
How does Sloy, Dahl & Holst, LLC charge?
Sloy, Dahl & Holst, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sloy, Dahl & Holst, LLC a fiduciary?
Yes. Sloy, Dahl & Holst, LLC is registered with the U.S. Securities and Exchange Commission (CRD #110102), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sloy, Dahl & Holst, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sloy, Dahl & Holst, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Vancouver, WA
Profile compiled from Sloy, Dahl & Holst, LLC's public SEC Form ADV filing (CRD #110102, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sloy, Dahl & Holst, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sloy, Dahl & Holst, LLC? Claim this profile.