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SLOY DAHL & HOLST HOLDINGS, INC

VANCOUVER, WA · CRD 310107 · IAPD ↗ · 503-248-9800

$186.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
July 2026 — SLOY DAHL & HOLST HOLDINGS, INC (VANCOUVER, WA) is newly SEC-registered with $186.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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