VANCOUVER, WACRD 310107Registration Status: ApprovedEffective since June 8, 2026Latest ADV July 15, 2026
Sloy Dahl & Holst Holdings, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated July 15, 2026, reports $187M in regulatory assets under management, 3 employees, 1 office, and 1 account.
Assets Under Management
$187M
Employees
3
Offices
1 office
Total Clients
<5
Primary office
VANCOUVER, WA
1220 MAIN STREET, SUITE 400, VANCOUVER, WA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of July 15, 2026
Discretionary100.0%
$187M
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.
Total AUM$187M
Total Accounts1
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee0:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.