SLOY, DAHL & HOLST, LLC
CRD #110102 SEC #801-31712 VANCOUVER, WA 503-248-9800
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
5
Clients
10
Accounts
1,016
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.7B | $1.7B | $0 | 5 | 10 |
| Mar 2025 | $1.7B | $1.7B | $0 | 5 | 10 |
| Jan 2025 | $1.3B | $1.3B | $0 | 5 | 10 |
| Oct 2024 | $1.3B | $1.3B | $0 | 5 | 10 |
| Mar 2024 | $1.3B | $1.3B | $0 | 5 | 10 |
| Sep 2023 | $944.2M | $944.2M | $0 | 5 | 10 |
| Jun 2023 | $944.2M | $944.2M | $0 | 5 | 10 |
| Mar 2023 | $944.2M | $944.2M | $0 | 5 | 10 |
| Aug 2022 | $1.3B | $1.2B | $149.9M | 7 | 15 |
| Aug 2022 | $1.3B | $1.2B | $149.9M | 7 | 15 |
| Mar 2022 | $1.3B | $1.2B | $149.9M | 7 | 15 |
| Mar 2021 | $1.5B | $1.5B | $0 | 6 | 15 |
| Sep 2020 | $990.5M | $985.7M | $4.8M | 6 | 15 |
| Sep 2020 | $990.5M | $985.7M | $4.8M | 6 | 15 |
| Jun 2020 | $990.5M | $985.7M | $4.8M | 6 | 15 |
| Mar 2020 | $990.5M | $985.7M | $4.8M | 6 | 15 |
| Feb 2020 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| Oct 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| Oct 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| Jul 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| May 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| Apr 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| Apr 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| Mar 2019 | $677.5M | $562.8M | $114.6M | 6 | 10 |
| May 2018 | $694.4M | $530.2M | $164.2M | 8 | 20 |
| Mar 2018 | $694.4M | $530.2M | $164.2M | 8 | 20 |
| Mar 2017 | $710.4M | $520.6M | $189.8M | 8 | 26 |
| Mar 2017 | $710.4M | $520.6M | $189.8M | 8 | 26 |
| Nov 2016 | $691.3M | $501.5M | $189.7M | 7 | 26 |
| Mar 2016 | $691.3M | $501.5M | $189.7M | 7 | 26 |
| May 2015 | $703.6M | $495.9M | $207.7M | 7 | 26 |
| Feb 2015 | $703.6M | $495.9M | $207.7M | 7 | 26 |
| Sep 2014 | $431.1M | $231.2M | $199.9M | 6 | 26 |
| Jan 2014 | $431.1M | $231.2M | $199.9M | 6 | 26 |
| Mar 2013 | $334.3M | $184M | $150.3M | 5 | 26 |
| Mar 2013 | $334.3M | $184M | $150.3M | 5 | 26 |
| Feb 2012 | $285.9M | $147.4M | $138.5M | 1 | 26 |
| Dec 2011 | $283.1M | $118.3M | $164.8M | 1 | 26 |
| Mar 2011 | $283.1M | $118.3M | $164.8M | 5 | -- |
| Jun 2010 | $211.9M | $81.3M | $130.5M | 5 | -- |
| Feb 2009 | $131.5M | $54.7M | $76.9M | 5 | -- |
| Jan 2008 | $164.7M | $20.2M | $144.5M | 5 | -- |
| Jan 2007 | $133.6M | $19.3M | $114.3M | 5 | -- |
| Jan 2006 | $121.6M | $21.3M | $100.3M | 5 | -- |
| Jan 2006 | $80.5M | $12.1M | $68.4M | 5 | -- |
| Sep 2005 | $80.5M | $12.1M | $68.4M | 5 | -- |
| Feb 2005 | $80.5M | $12.1M | $68.4M | 5 | -- |
| Jun 2004 | $68.9M | $5.8M | $63.1M | 5 | -- |
| Apr 2002 | $130M | $0 | $130M | 5 | -- |
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients10
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients10
DateJan 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients10
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients10
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients10
DateSep 2023
Total AUM$944.2M
Discretionary$944.2M
Non-Disc.$0
Employees5
Clients10
DateJun 2023
Total AUM$944.2M
Discretionary$944.2M
Non-Disc.$0
Employees5
Clients10
DateMar 2023
Total AUM$944.2M
Discretionary$944.2M
Non-Disc.$0
Employees5
Clients10
DateAug 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.9M
Employees7
Clients15
DateAug 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.9M
Employees7
Clients15
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.9M
Employees7
Clients15
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients15
DateSep 2020
Total AUM$990.5M
Discretionary$985.7M
Non-Disc.$4.8M
Employees6
Clients15
DateSep 2020
Total AUM$990.5M
Discretionary$985.7M
Non-Disc.$4.8M
Employees6
Clients15
DateJun 2020
Total AUM$990.5M
Discretionary$985.7M
Non-Disc.$4.8M
Employees6
Clients15
DateMar 2020
Total AUM$990.5M
Discretionary$985.7M
Non-Disc.$4.8M
Employees6
Clients15
DateFeb 2020
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateOct 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateOct 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateJul 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateMay 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateApr 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateApr 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateMar 2019
Total AUM$677.5M
Discretionary$562.8M
Non-Disc.$114.6M
Employees6
Clients10
DateMay 2018
Total AUM$694.4M
Discretionary$530.2M
Non-Disc.$164.2M
Employees8
Clients20
DateMar 2018
Total AUM$694.4M
Discretionary$530.2M
Non-Disc.$164.2M
Employees8
Clients20
DateMar 2017
Total AUM$710.4M
Discretionary$520.6M
Non-Disc.$189.8M
Employees8
Clients26
DateMar 2017
Total AUM$710.4M
Discretionary$520.6M
Non-Disc.$189.8M
Employees8
Clients26
DateNov 2016
Total AUM$691.3M
Discretionary$501.5M
Non-Disc.$189.7M
Employees7
Clients26
DateMar 2016
Total AUM$691.3M
Discretionary$501.5M
Non-Disc.$189.7M
Employees7
Clients26
DateMay 2015
Total AUM$703.6M
Discretionary$495.9M
Non-Disc.$207.7M
Employees7
Clients26
DateFeb 2015
Total AUM$703.6M
Discretionary$495.9M
Non-Disc.$207.7M
Employees7
Clients26
DateSep 2014
Total AUM$431.1M
Discretionary$231.2M
Non-Disc.$199.9M
Employees6
Clients26
DateJan 2014
Total AUM$431.1M
Discretionary$231.2M
Non-Disc.$199.9M
Employees6
Clients26
DateMar 2013
Total AUM$334.3M
Discretionary$184M
Non-Disc.$150.3M
Employees5
Clients26
DateMar 2013
Total AUM$334.3M
Discretionary$184M
Non-Disc.$150.3M
Employees5
Clients26
DateFeb 2012
Total AUM$285.9M
Discretionary$147.4M
Non-Disc.$138.5M
Employees1
Clients26
DateDec 2011
Total AUM$283.1M
Discretionary$118.3M
Non-Disc.$164.8M
Employees1
Clients26
DateMar 2011
Total AUM$283.1M
Discretionary$118.3M
Non-Disc.$164.8M
Employees5
Clients--
DateJun 2010
Total AUM$211.9M
Discretionary$81.3M
Non-Disc.$130.5M
Employees5
Clients--
DateFeb 2009
Total AUM$131.5M
Discretionary$54.7M
Non-Disc.$76.9M
Employees5
Clients--
DateJan 2008
Total AUM$164.7M
Discretionary$20.2M
Non-Disc.$144.5M
Employees5
Clients--
DateJan 2007
Total AUM$133.6M
Discretionary$19.3M
Non-Disc.$114.3M
Employees5
Clients--
DateJan 2006
Total AUM$121.6M
Discretionary$21.3M
Non-Disc.$100.3M
Employees5
Clients--
DateJan 2006
Total AUM$80.5M
Discretionary$12.1M
Non-Disc.$68.4M
Employees5
Clients--
DateSep 2005
Total AUM$80.5M
Discretionary$12.1M
Non-Disc.$68.4M
Employees5
Clients--
DateFeb 2005
Total AUM$80.5M
Discretionary$12.1M
Non-Disc.$68.4M
Employees5
Clients--
DateJun 2004
Total AUM$68.9M
Discretionary$5.8M
Non-Disc.$63.1M
Employees5
Clients--
DateApr 2002
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--