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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-1988
- Office Locations
- 4
Office Locations
About Sloy, Dahl & Holst, LLC
Sloy, Dahl & Holst, LLC is a Vancouver, WA RIA serving retail and institutional clients with investment planning and portfolio construction, including retirement plan, insurance, and business succession support. Portfolios lean heavily on ETFs alongside mutual funds and private pooled vehicles, with exposure that can include fixed income, alternatives, private placements, and cryptocurrency. Custody commonly held at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
JAMES CRAIG HOLST
Owner
- CRD
- #1007503
- Ownership
- Less than 5%
RONALD JOSEPH SLOY
Certified Financial Planner, Managing Member, Owner, VICE PRESIDENT
- CRD
- #1123348
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTINE MARIE CRUZ
Investment Advisor Representative
- CRD
- #6949264
KYLEE ANNE HARRIS
Client Services Associate
- CRD
- #7936947
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,803,508,185 | $1,660,689 |
| Non-Discretionary | $0 | -- |
| Total | $1,803,508,185 | $1,660,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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