VINOBLE GROUP
DOHJ, LLC Legal Name
Adviser information for VINOBLE GROUP last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,460 | $421.8M |
| Non-Discretionary | 42 | $85.9M |
| Total | 1,502 | $507.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 306 | $118.1M |
| HNW Individuals | 134 | $302.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 42 | $86.7M |
| Charitable organizations | <5 | $227,457 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
1215 4TH AVESUITE 935
SEATTLE
WA
United States
Monday - Friday, 9AM-5PM
Tel: (206) 317-6822, Fax: None
Websites
Chief Compliance Officer
TRACIE MITCHELL
1215 4TH AVE
SUITE 935
SEATTLE
WA
United States
Tel:
(206) 317-6822
T******@***************M
(Full email address available in API data)
Regulatory Contact
BRIAN JOHNSON
FINANCIAL ADVISOR, CEO, PARTNER
1215 4TH AVE
SUITE 935
SEATTLE
WA
United States
Tel:
(206) 317-6822
B*****@***************M
(Full email address available in API data)
Industry Affiliates
| VINOBLE GROUP BENEFITS | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAMBY, BRET, ALEXANDER | Individual | – | CHIEF FINANCIAL OFFICER | 05/2019 | 25-50% |
| JOHNSON, BRIAN, MATTHEW | Individual | – | CEO/MANAGING MEMBER | 05/2019 | 25-50% |
| Mohoric, Brian, Richard | Individual | – | MEMBER | 05/2019 | 5-10% |
| OWEN, SEAN, VAUGHN | Individual | – | MEMBER | 05/2019 | 25-50% |
| MITCHELL, TRACIE, A | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADOBE INC | COM | 3M | 6K | – |
| AGILENT TECHNOLOGIES INC | COM | 702K | 5K | – |
| ALIGN TECHNOLOGY INC | COM | 366K | 2K | – |
| ALPHABET INC | CAP STK CL A | 4M | 20K | – |
| AMAZON COM INC | COM | 5M | 24K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 885K | 7K | – |
| APPLE INC | COM | 4M | 20K | – |
| APPLIED MATLS INC | COM | 1M | 4K | – |
| APTIV PLC | SHS | 376K | 5K | – |
| ARISTA NETWORKS INC | COM | 492K | 1K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 437K | 427 | – |
| BANK AMERICA CORP | COM | 2M | 51K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 6K | – |
| BIOGEN INC | COM | 2M | 8K | – |
| BLACKROCK ETF TRUST | US CARBON TRANS | 906K | 15K | – |
| BOOKING HOLDINGS INC | COM | 370K | 93 | – |
| BROADCOM INC | COM | 865K | 539 | – |
| CINTAS CORP | COM | 3M | 4K | – |
| COCA COLA CO | COM | 2M | 29K | – |
| COCA-COLA EUROPACIFIC PARTNE | SHS | 440K | 6K | – |
| CONOCOPHILLIPS | COM | 584K | 5K | – |
| CONSTELLATION BRANDS INC | CL A | 2M | 8K | – |
| COSTCO WHSL CORP NEW | COM | 4M | 4K | – |
| DANAHER CORPORATION | COM | 426K | 2K | – |
| DECKERS OUTDOOR CORP | COM | 438K | 453 | – |
| DEERE & CO | COM | 2M | 4K | – |
| DIAMONDBACK ENERGY INC | COM | 607K | 3K | – |
| DISNEY WALT CO | COM | 887K | 9K | – |
| EXXON MOBIL CORP | COM | 920K | 8K | – |
| FASTENAL CO | COM | 311K | 5K | – |
| FEDEX CORP | COM | 452K | 2K | – |
| FISERV INC | COM | 567K | 4K | – |
| HCA HEALTHCARE INC | COM | 834K | 3K | – |
| HOME DEPOT INC | COM | 2M | 5K | – |
| ILLINOIS TOOL WKS INC | COM | 300K | 1K | – |
| INTUIT | COM | 2M | 4K | – |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 481K | 24K | – |
| INVESCO QQQ TR | UNIT SER 1 | 9M | 18K | – |
| IQVIA HLDGS INC | COM | 392K | 2K | – |
| ISHARES GOLD TR | ISHARES NEW | 834K | 19K | – |
| ISHARES INC | ESG AWR MSCI EM | 4M | 127K | – |
| ISHARES TR | 0-5YR HI YL CP | 2M | 54K | – |
| ISHARES TR | 10-20 YR TRS ETF | 522K | 5K | – |
| ISHARES TR | CORE DIV GRWTH | 1M | 26K | – |
| ISHARES TR | CORE INTL AGGR | 472K | 9K | – |
| ISHARES TR | CORE MSCI EAFE | 17M | 231K | – |
| ISHARES TR | CORE MSCI TOTAL | 8M | 124K | – |
| ISHARES TR | CORE S&P MCP ETF | 5M | 80K | – |
| ISHARES TR | CORE S&P SCP ETF | 5M | 44K | – |
| ISHARES TR | CORE S&P TTL STK | 22M | 188K | – |
| ISHARES TR | CORE S&P500 ETF | 249K | 454 | – |
| ISHARES TR | CORE TOTAL USD | 6M | 124K | – |
| ISHARES TR | CORE US AGGBD ET | 746K | 8K | – |
| ISHARES TR | EAFE GRWTH ETF | 3M | 25K | – |
| ISHARES TR | EAFE SML CP ETF | 1M | 24K | – |
| ISHARES TR | EAFE VALUE ETF | 3M | 53K | – |
| ISHARES TR | ESG ADV TTL USD | 798K | 19K | – |
| ISHARES TR | ESG AW MSCI EAFE | 15M | 187K | – |
| ISHARES TR | ESG AWARE MSCI | 3M | 85K | – |
| ISHARES TR | ESG AWR MSCI USA | 21M | 172K | – |
| ISHARES TR | ESG AWR US AGRGT | 9M | 188K | – |
| ISHARES TR | ESG AWRE USD ETF | 5M | 209K | – |
| ISHARES TR | ESG EAFE ETF | 2M | 25K | – |
| ISHARES TR | ESG MSCI USA ETF | 967K | 21K | – |
| ISHARES TR | ESG SCRD S&P MID | 2M | 43K | – |
| ISHARES TR | FALN ANGLS USD | 3M | 133K | – |
| ISHARES TR | FLTG RATE NT ETF | 3M | 66K | – |
| ISHARES TR | IBOXX HI YD ETF | 481K | 6K | – |
| ISHARES TR | IBOXX INV CP ETF | 957K | 9K | – |
| ISHARES TR | INVESTMENT GRADE | 2M | 48K | – |
| ISHARES TR | ISHS 1-5YR INVS | 1M | 24K | – |
| ISHARES TR | MBS ETF | 6M | 63K | – |
| ISHARES TR | MSCI EAFE ETF | 2M | 26K | – |
| ISHARES TR | MSCI EAFE MIN VL | 554K | 8K | – |
| ISHARES TR | MSCI EMG MKT ETF | 373K | 9K | – |
| ISHARES TR | MSCI KLD400 SOC | 5M | 48K | – |
| ISHARES TR | MSCI LW CRB TG | 456K | 2K | – |
| ISHARES TR | MSCI USA MIN VOL | 2M | 18K | – |
| ISHARES TR | MSCI USA QLT FCT | 3M | 16K | – |
| ISHARES TR | NATIONAL MUN ETF | 29M | 269K | – |
| ISHARES TR | RUS TOP 200 ETF | 27M | 202K | – |
| ISHARES TR | RUSSELL 2000 ETF | 284K | 1K | – |
| ISHARES TR | S&P 500 GRWT ETF | 6M | 69K | – |
| ISHARES TR | S&P 500 VAL ETF | 1M | 6K | – |
| ISHARES TR | S&P MC 400GR ETF | 6M | 63K | – |
| ISHARES TR | SHORT TREAS BD | 2M | 21K | – |
| ISHARES TR | TRS FLT RT BD | 219K | 4K | – |
| ISHARES TR | U.S. BAS MTL ETF | 752K | 5K | – |
| ISHARES TR | U.S. TECH ETF | 1M | 8K | – |
| JOHNSON & JOHNSON | COM | 2M | 13K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 9K | – |
| LULULEMON ATHLETICA INC | COM | 765K | 3K | – |
| MARTIN MARIETTA MATLS INC | COM | 413K | 762 | – |
| MASTERCARD INCORPORATED | CL A | 1M | 2K | – |
| MCDONALDS CORP | COM | 649K | 3K | – |
| MERCADOLIBRE INC | COM | 608K | 370 | – |
| META PLATFORMS INC | CL A | 2M | 4K | – |
| METLIFE INC | COM | 582K | 8K | – |
| MICROSOFT CORP | COM | 7M | 17K | – |
| NEXTERA ENERGY INC | COM | 486K | 7K | – |
| NIKE INC | CL B | 501K | 7K | – |
| NVIDIA CORPORATION | COM | 8M | 62K | – |
| OREILLY AUTOMOTIVE INC | COM | 361K | 342 | – |
| PALO ALTO NETWORKS INC | COM | 1M | 3K | – |
| PAYCHEX INC | COM | 390K | 3K | – |
| PDD HOLDINGS INC | SPONSORED ADS | 656K | 5K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 8K | – |
| PROLOGIS INC. | COM | 320K | 3K | – |
| PTC INC | COM | 446K | 2K | – |
| ROSS STORES INC | COM | 614K | 4K | – |
| RTX CORPORATION | COM | 237K | 2K | – |
| S&P GLOBAL INC | COM | 2M | 5K | – |
| SALESFORCE INC | COM | 1M | 5K | – |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 784K | 20K | – |
| SERVICENOW INC | COM | 1M | 1K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 279K | 712 | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 6M | 160K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 7M | 13K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 6M | 11K | – |
| SPDR SER TR | BBG CONV SEC ETF | 476K | 7K | – |
| SPDR SER TR | NUVEEN BLOOMBERG | 2M | 61K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 303K | 4K | – |
| SPDR SER TR | SSGA US SMAL ETF | 305K | 3K | – |
| SYNOPSYS INC | COM | 881K | 1K | – |
| TARGET CORP | COM | 221K | 1K | – |
| TESLA INC | COM | 735K | 4K | – |
| T-MOBILE US INC | COM | 649K | 4K | – |
| UNITEDHEALTH GROUP INC | COM | 3M | 7K | – |
| VANECK ETF TRUST | VANECK SHRT MUNI | 6M | 334K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 3M | 10K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 806K | 4K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 1M | 25K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 719K | 15K | – |
| VANGUARD WORLD FD | ESG INTL STK ETF | 4M | 75K | – |
| VANGUARD WORLD FD | ESG US STK ETF | 13M | 135K | – |
| VISA INC | COM CL A | 3M | 12K | – |
| WASTE MGMT INC DEL | COM | 2M | 11K | – |
| WORKDAY INC | CL A | 356K | 2K | – |