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SLOY, DAHL & HOLST, LLC

VANCOUVER, WA · CRD 110102 · IAPD ↗ · 503-248-9800

$1.80BRegulatory AUM
6Advisory reps
6Employees
10Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — SLOY, DAHL & HOLST, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — SLOY, DAHL & HOLST, LLC reported RAUM up 26% ($1.34B -> $1.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — SLOY, DAHL & HOLST, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — SLOY, DAHL & HOLST, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
November 2024 — SLOY, DAHL & HOLST, LLC notice-filed in AZ, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SLOY, DAHL & HOLST, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — SLOY, DAHL & HOLST, LLC crossed $1B in regulatory AUM ($944.2M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.