Sloy Dahl & Holst Holdings, Inc

RIASEC Registered
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 organized as a corporation that operates as a hedge fund adviser, focusing its advisory activity on portfolio management for pooled investment vehicles. The firm serves an institutional client base and is owned by an individual. Its compensation mixes a percentage-of-assets-under-management fee with performance-based fees. The entity is SEC-registered (registration year listed as 2026) and is classified as a single-adviser hedge fund rather than a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

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
  • Michael Tudor

    Investment Adviser RepresentativeCRD 6281832

  • Ronald Sloy

    Ronald Sloy

    Principal & FounderCRD 1123348

Wealth teams

FINTRX

Newly hired reps

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth