Christine Cruz
Sloy, Dahl & Holst · Vancouver, Washington
Christine Cruz is a fee-only financial advisor at Sloy, Dahl & Holst in Vancouver, Washington. Sloy, Dahl & Holst reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Sloy, Dahl & Holst |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $1.80B across 1,086 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 6949264 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ronsloy.com |
How Christine's firm compares
- Sloy, Dahl & Holst's average account is about $1.7 million, from its Form ADV (assets managed divided by 1,086 accounts).
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Questions about Christine
Is Christine Cruz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and Sloy, Dahl & Holst reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christine charge for financial advice?
Christine's firm, Sloy, Dahl & Holst, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Christine Cruz based?
Christine Cruz is based in Vancouver, Washington.
Is Christine Cruz registered with the SEC?
Yes. Christine Cruz is registered as an investment adviser representative in OR and WA (CRD 6949264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sloy, Dahl & Holst manage?
Sloy, Dahl & Holst reports $1.80B across 1,086 accounts in assets under management.
How do I contact Christine Cruz?
Through Christine's website, www.ronsloy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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