Sloy, Dahl & Holst, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 12, 2026, reports $1.8B in regulatory assets under management, 6 employees, 4 offices, and 1,086 accounts.
Assets Under Management
$1.8B
Employees
6
Offices
4 offices
Total Clients
526
Primary office
VANCOUVER, WA
1220 MAIN STREET, SUITE 400, VANCOUVER, WA, United States
Top client segmentIndividuals represent 53.8% of total clients.
Top client categories% of clientsClients
1
Individuals
53.8%
283
2
HNWI
31.4%
165
3
Pension Plans
12.5%
66
4
Corporations
2.3%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 12, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts1,086
10Y AUM Change+$1.1B (+153.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee88:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.