SLOY, DAHL & HOLST, LLC

CRD 110102File 801-31712

APPROVED

Retail clients

Custody

Filing as of May 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.80B

Top 25% of cohort (national)

Discretionary AUM

$1.80B

Clients

526

1,086 accounts

Employees

Top 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 25, 1988
Principal office: 1220 MAIN STREET, SUITE 400, VANCOUVER, WA, 98660
Phone: 503-248-9800
Website: HTTP://WWW.SDH-INC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.80B
Discretionary AUM: $1.80B
Non-discretionary AUM: $0
Discretionary accounts: 1,086
Non-discretionary accounts: 0
Total accounts: 1,086
AUM per client: $3.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$48.1M
High net worth individuals	165	$757.2M
Pension and profit sharing plans	66	$870.2M
Individuals (other than high net worth individuals)	283	$128.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.