Sloy Dahl & Holst Holdings, Inc

RIASEC RegisteredEst. 2026
Total AUM
$187M
Discretionary
$187M
100% of AUM
Avg account
$187M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
Vancouver, Washington
CRD number
310107
Registered since
June 8, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sloy Dahl & Holst Holdings, Inc. is a corporation organized as a hedge fund adviser that provides portfolio management for pooled investment vehicles to an institutional client base. The firm is SEC-registered (2026) and owned by an individual. Its compensation model combines a percentage-of-AUM management fee with performance-based fees, and it is not positioned as a capital allocator. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant. Industry affiliation is listed as Other Investment Adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Ronald Sloy

    Ronald Sloy

    Principal & FounderCRD 1123348

  • Michael Tudor

    Investment Adviser RepresentativeCRD 6281832

Wealth teams

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Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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