SLOY, DAHL & HOLST, LLC
Firm details
- Headquarters
- VANCOUVER, Washington
- CRD number
- 110102
- Registered since
- March 25, 1988
- Website
- sdh-inc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans48.25%
- HNWI41.99%
- Individuals7.1%
- Corporations / Businesses2.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sloy, Dahl & Holst, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered since 1988. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its reported fee arrangements include percentage‑of‑AUM billing, hourly charges, and performance‑based fees. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor or a multi‑state adviser. It also has industry roles beyond pure advisory work, acting in capacities such as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Private Funds35%
- Public Funds/Mutual Funds17%
- US Government Bonds1%
Contacts
3 of 6KYLEE HARRIS
Client Services AssociateCRD 7936947
RONALD SLOY
Principal & FounderCRD 1123348
MICHAEL TUDOR
Investment Adviser RepresentativeCRD 6281832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$141M in ETFs
46%
$65.2M
41%
$75.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY TSLA BULL 2X ETF (TSLL) | Direxion | Active | Trading Leveraged Equity | $29M | 2,387,379 | 20.59% |
Location
VANCOUVER, WA
CLARK
Location
VANCOUVER, WA
Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLARK
- Address
- 1220 Main St
- Time zone
- PT (UTC-8)
- Office locations
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