Sloy, Dahl & Holst, LLC

Overview

Sloy, Dahl & Holst, LLC is an SEC registered investment adviser based in Vancouver, WA, registered since 1988. It reports $1.8B in assets under management across 1,086 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

100%

Accounts

1,086

Average account

$1.7M

Employees

6

Advisory reps

6

Registered since

1988

Jurisdictions

10

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• James Craig Holst Managing Member, Chief Compliance Officer CRD 1007503
• Ronald Joseph Sloy Managing Member, Vice President CRD 1123348

Advisory reps 3 of 6

• Christine Marie Cruz Investment Adviser Rep CRD 6949264
• Kylee Anne Harris Investment Adviser Rep CRD 7936947
• James Craig Holst Investment Adviser Rep CRD 1007503

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1220 Main St Ste 400
Vancouver, WA 98660

County

Clark

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: ronsloy.com

Every state, with registration dates

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