Sloy Dahl & Holst, LLC

June 22, 2020
FORM CRS
Sloy Dahl & Holst, LLC is registered with the Securities and Exchange Commission as an investment adviser and, assuch, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees
differ and it is important for you, our client, to understand the differences. Additionally, free and simple tools are available
to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about brokerdealers, investment advisers, and investing. This document is a summary of the services and fees we offer to "retail"investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.
What investment services and advice can you provide me?
We offer the following investment advisory services to retail investors: Financial Consulting Services and Portfolio
Management Services. Detailed information regarding our services, fees and other disclosures can be found in our FormADV Part 2A Items 4, 7, 13 and 16 https://adviserinfo.sec.gov/firm/brochure/110102
Account Monitoring; If you open an investment account with our firm, as part of our standard service we will monitor
your investments on a daily basis
Investment Authority; We manage investment accounts on a discretionary basis whereby we will decide whichinvestments to buy or sell for your account. You may limit our discretionary authority (for example, limiting the types ofsecurities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines inwriting. We also offer non-discretionary investment management services whereby we will provide advice, but you will
ultimately decide which investments to buy and sell for your account. You have an unrestricted right to decline to
implement any advice provided by our firm on a non-discretionary basis.
Investment Offerings; We provide advice on various types of investments. Our services are not limited to a specific typeof investment or productAccount Minimums and Requirements; In general, we do not require a minimum dollar amount to open and maintainan advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in oursole opinion, is too small to manage effectively.
Key Questions to Ask Your Financial Professional••••

Given my financial situation, should I choose an investment advisory service? Why or Why Not?
How will you choose investments to recommend to me?
What is your relevant experience, including your licenses, education and other qualifications?
What do these qualifications mean?

What fees will I pay?
The following summarizes the principal fees and costs associated with engaging our firm for investment advisory services.
For detailed information, refer to our Form ADV Part 2A by clicking this link
https://adviserinfo.sec.gov/firm/brochure/110102• Asset Based Fees - Payable quarterly in advance. Since the fees we receive are asset-based (i.e. based on thevalue of your account), we have an incentive to increase your account value which creates a conflict especially for
those accounts holding illiquid or hard-to-value assets;• Hourly Fees - Payable in arrears.
• Examples of the most common fees and costs applicable to our clients are: custodian fees; account maintenancefees; fees related to mutual funds and exchange-traded funds; transaction charges when purchasing or sellingsecurities; and other product-level fees associated with your investments
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce
any amount of money you make on your investments over time. Please make sure you understand what fees andcosts you are paying.

1Key Questions to Ask Your Financial Professional• Help me understand how these fees and costs might affect my investments. If I give you $10,000 toinvest, how much will go to fees and costs, and how much will be invested for me?
What are your legal obligations to me when acting as my investment adviser? How else does your firm makemoney and what conflicts of interest do you have?
When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.
At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us
about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you
understand what this means.

• Third-Party Payments: Persons providing investment advice on behalf of our firm are licensed as•

independent insurance agents. These persons will earn commission-based compensation for selling insurance
products. Insurance commissions are separate and in addition to our advisory fees. This practice presents a
conflict of interest because they have an incentive to recommend insurance products to you for the purpose ofgenerating commissions rather than solely based on your needs.
We own Smart Investor, LLC, an SEC registered investment advisers. Holst Holdings, Inc., 50% owner of Sloy,Dahl, & Holst, LLC is owned by James Holst. Holst Holdings, Inc., owns Hallett Investments, LLC, an SEC
registered investment adviser. We may recommend that you use the services of our affiliates if appropriate andsuitable for your needs. Referral arrangements with an affiliated entity presents a conflict of interest for us
because we may have a direct or indirect financial incentive to recommend an affiliated firms' services. While webelieve that compensation charged by our affiliated firms is competitive, such compensation may be higher thanfees charged by other firms providing the same or similar services

Refer to our Form ADV Part 2A by clicking this link https://adviserinfo.sec.gov/firm/brochure/110102 to help you
understand what conflicts exist.
Key Questions to Ask Your Financial Professional• How might your conflicts of interest affect me, and how will you address them?
How do your financial professionals make money?
Our Company and the financial professional servicing your account(s) are compensated in the following ways: Salary;
Product Sales Commissions; and Fees and Compensation from Affiliated Investment Advisers. Financial professionals'
compensation is based on the amount of client assets they service; the products sold (i.e. differential compensation), andthe revenue the firm earns from the person's services or recommendations.
Do you or your financial professionals have legal or disciplinary history?
Yes, our firm or our financial professionals currently have legal or disciplinary history to disclose. These events aredisclosed in either our Form ADV or the specific individual's Form U4. These documents can be found by going
to Investor.gov/CRS.
Key Questions to Ask Your Financial Professional• As a financial professional, do you have any disciplinary history? For what type of conduct?
You can find additional information about your investment advisory services and request a copy of the relationshipsummary at 503-248-9800 or click the link provided https://adviserinfo.sec.gov/firm/brochure/110102
Key Questions to Ask Your Financial Professional• Who is my primary contact person?
• Is he or she a representative of an investment adviser or a broker-dealer?
• Who can I talk to if I have concerns about how this person is treating me?

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