SLOY, DAHL & HOLST, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$885,238,708
Clients
448
Advisors
3
across 3 offices
About
Sloy, Dahl & Holst, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm also serves as manager and sponsor of collective investment funds designed for tax-qualified retirement plans and offers participant education for plan clients.
Investment management is organized around firm-developed model portfolios that range from conservative to aggressive and use mutual funds, ETFs, collective investment trusts, and alternative strategies such as long/short and managed futures to implement allocations. Portfolios are tailored to client objectives and risk tolerances, and the firm makes both traditional asset-based arrangements and, for qualified investors, performance-based compensation arrangements subject to governance and high-water mark provisions.
What distinguishes the firm from many peers is its scale and structure: it reports roughly $1.8 billion in regulatory assets under management with six advisors (resulting in high AUM per advisor) and maintains five offices, and it is affiliated with other registered advisers and a holding company that sponsors a private concentrated equity fund. Those affiliations and its role as a fund sponsor/manager, together with its use of performance fees and side‑by‑side management, are disclosed as potential conflicts the firm addresses through supervisory, allocation, and compliance policies.
Client services
Expertise
Fee options
$0 - $10,000,000: Negotiable, up to 2% annually maximum $10,000,001+: Negotiable, up to 1% annually maximum
Advisors licensed as insurance agents may earn commissions for insurance products, separate from advisory fees.
$350 per hour for financial consulting services.
For qualified clients: 0.25% quarterly service fee in advance plus 10% of aggregate net gain quarterly performance fee with high-water mark.
Main office
See office1220 Main Street, Suite 400
Vancouver WA 98660
Advisors at this office
4
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Kentucky · Nebraska · Nevada · Oregon · Texas · Washington
Also doing business as
Sloy Dahl & Holst Inc · Sloy Dahl & Holst, Inc. · Sloy, Dahl & Holst, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael T
Series 65
Bellevue, WA
SLOY, DAHL & HOLST, LLC
Michael Tudor is a financial advisor with Sloy, Dahl & Holst, LLC, holding a Series 65 credential and bringing 12 years of industry experience. He has worked with firms including Hallett Advisors and Smart Investor. Tudor is also the COO of Sloy, Dahl & Holst Holdings, Inc., where he manages a concentrated equity portfolio. Sloy, Dahl & Holst, LLC provides portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm offers model portfolios that incorporate mutual funds, ETFs, collective investment trusts, and alternative strategies, tailoring investments to client objectives and risk tolerances.
Christine C
Series 65
Vancouver, WA
SLOY, DAHL & HOLST, LLC
Christine Cruz is a financial advisor with Sloy, Dahl & Holst, LLC, holding a Series 65 credential and bringing eight years of industry experience. She has been with Sloy, Dahl & Holst since 2018 and also worked at Hallett Investments, LLC. Sloy, Dahl & Holst provides discretionary and non-discretionary portfolio management and financial consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, and employer-sponsored retirement plans. The firm employs model portfolios using mutual funds, ETFs, collective investment trusts, and alternative strategies, tailoring allocations to client objectives and risk tolerances.
Ronald S
Series 63, Series 65
Henderson, NV
SLOY, DAHL & HOLST, LLC
Ronald Sloy is a financial advisor at Sloy, Dahl & Holst, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sloy, Dahl & Holst since 1981. He is also the 100% owner of Sloy, Dahl & Holst Holdings, Inc., a holding company based in Vancouver, WA. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs both quantitative and qualitative analysis to construct proprietary model portfolios and manages collective investment funds primarily for employer-sponsored retirement plans.
James H
CFP®, Series 63, Series 65
Vancouver, WA
SLOY, DAHL & HOLST, LLC
James Holst is a CFP® professional with 38 years of experience in the financial industry. He is a principal at Sloy, Dahl & Holst, LLC, where he has worked since 1988. Holst is also the sole owner of Holst Holdings, Inc., a holding company based in Vancouver, Washington. Sloy, Dahl & Holst, LLC provides portfolio management and financial consulting services to individuals, pension plans, trusts, and employer-sponsored retirement plans, managing approximately $1.8 billion in assets. The firm employs model portfolios incorporating a range of asset classes and strategies, tailoring investments to client objectives and risk tolerances.
Paul W
Series 65
Vancouver, WA
SLOY, DAHL & HOLST, LLC
Paul Wedin is a financial advisor at Sloy, Dahl & Holst, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Smart Investor from 2017 to 2022, in addition to his ongoing role at Sloy, Dahl & Holst since 2013. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles, managing roughly $1.68 billion in discretionary assets.
Kylee H
Series 65
Vancouver, WA
SLOY, DAHL & HOLST, LLC
Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.
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