James Holst
Sloy, Dahl & Holst · Vancouver, Washington
James Holst is a fee-only financial advisor at Sloy, Dahl & Holst in Vancouver, Washington, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 1007503 |
| Exams passed | Series 63 (1983) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ronsloy.com |
How James'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 James
Is James Holst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Sloy, Dahl & Holst, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is James Holst based?
James Holst is based in Vancouver, Washington.
What credentials does James Holst hold?
James Holst holds the CFP credential.
Is James Holst registered with the SEC?
Yes. James Holst is registered as an investment adviser representative in OR, TX and WA (CRD 1007503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 James Holst?
Through James'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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