Kylee Harris
Sloy, Dahl & Holst · Vancouver, Washington
Kylee Harris 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 WA · CRD 7936947 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ronsloy.com |
How Kylee'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 Kylee
Is Kylee Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kylee 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 Kylee charge for financial advice?
Kylee's firm, Sloy, Dahl & Holst, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Kylee Harris based?
Kylee Harris is based in Vancouver, Washington.
Is Kylee Harris registered with the SEC?
Yes. Kylee Harris is registered as an investment adviser representative in WA (CRD 7936947), 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 Kylee Harris?
Through Kylee'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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