SourcingSourcing

SLOY, DAHL & HOLST, LLC

B51
CRD 110102·SEC 801-31712·VANCOUVER, WA
AUM
$1.80B
$1B+
Est. Revenue
$18.0M
@ 1% on AUM
Est. EBITDA
$5.4M
@ 30% margin
Est. Deal Value
$43.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SLOY, DAHL & HOLST, LLC
CRD
110102
SEC file #
801-31712
EIN
—
DBA names
—

Economics

AUM
$1.80B
AUM band
$1B+
AUM trajectory
'20'26
$677.5M → $1.80B▲ +166%
Client mix
Individuals Other283
Individuals High Net Worth165
Pension Profit Sharing Plans66
Corporations12

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
VANCOUVER WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/3150529/admin(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLST HOLDINGS, INC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
HOLST HOLDINGS, INC
SLOY, DAHL & HOLST HOLDINGS, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
1,359,056
Form 5500 Compensation Trajectory 3y
20251,045,187
2026313,869
Form 5500 Plan Count Trajectory 3y
202511
20262
Schedule C Total Compensation
1,359,056
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
SLOY, RONALD, JOSEPH
IAR · Executive Officer · 2.5%
1123348
HOLST, JAMES, CRAIG
IAR · Executive Officer · 2.5%
1007503
CHRISTINE MARIE CRUZ
IAR
6949264
MICHAEL GREGORY TUDOR
IAR
6281832
PAUL ERIC WEDIN
IAR
6270156
KYLEE ANNE HARRIS
IAR
7936947