NewRiaPulse / report
Sloy Dahl & Holst Holdings, INC: new SEC registration, $187M AUM, Vancouver, WA
Sloy Dahl & Holst Holdings, INC (Vancouver, Washington): new SEC registration, $187M AUM, Vancouver, WA. Its amount of 187 is above the median of 134 (65th percentile). Dated 149 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 187 · 65th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 10 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sloy Dahl & Holst Holdings, INC |
| Legal name | Sloy Dahl & Holst Holdings, INC |
| CRD | 310107 |
| Status | Approved |
| Registered with the SEC | 2026-06-08 |
| Latest Form ADV filing | 2026-09-14 |
| Location | Vancouver, WA, United States |
| Regulatory AUM | $186,620,841 |
| Accounts | 1 |
| Employees | 3 |
| amount percentile | 65th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WA first): Gevers Wealth Management · Soundpath Retirement Strategies, LLC · Brackenwood Capital Management, LLC · Integrated Wealth Advisors, LLC · Trail Financial Planning LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Sloy Dahl & Holst Holdings, INC and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Sloy Dahl & Holst Holdings, INC's amount: 65th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $187M under management.
What is the NewRiaPulse record for Sloy Dahl & Holst Holdings, INC in Vancouver, Washington?
Sloy Dahl & Holst Holdings, INC received SEC registration as an investment adviser (2026-06-08) with $186,620,841 in regulatory assets under management, based in Vancouver, WA.
How does Sloy Dahl & Holst Holdings, INC compare to other Washington NewRiaPulse records?
Its amount of 187 sits in the upper half (65th percentile) of 1,149 records; the median is 134. It is 149 days old; check the official source for later updates before acting.
Sloy Dahl & Holst Holdings, INC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sloy Dahl & Holst Holdings, INC | Vancouver, WA | 187 | 65th | 2026-06-08 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.