DFX Intelligence

V•••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

V•••••• G••••

DOHJ, LLC, CRD 299817

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9c4ea29-5cc2-d51b-b80c-f5841ff43220

Data as of Jan 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 10
On other graphs: 1
Observed: Apr 22, 2019 to Jan 27, 2025
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

V•••••• G••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $629M••• Locked
Discretionary RAUM: $517M
Private client RAUM: $516Mderived••• Locked
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••• B•••• A••••••••	CHIEF FINANCIAL OFFICER	C	yes	05/2019	Apr 22, 2019	Oct 11, 2024
J••••••• B••••• M••••••	CEO/MANAGING MEMBER	C	yes	05/2019	Apr 22, 2019	Oct 11, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•••• I••••••••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 27, 2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$629M	$508M	24.0%	$339M	22.9%	15	12	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••••••• W•••••• L••	6	Aug 29, 2025	Mar 3, 2025	SEATTLE, WA	Firm absorbed	RIA to RIA	100.0%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••••••••• F•••••••• S•••••••• L••	5	May 24, 2019	May 31, 2019	SEATTLE, WA	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (6)

← MARK RAMSAY DENNIEAdvisorregistration: previous registration
May 31, 2019 to Aug 29, 2025factForm ADV
← S••• V••••• O•••Advisorregistration: previous registration
May 23, 2019 to Aug 29, 2025factForm ADV
← B••• A•••••••• H••••Advisorregistration: previous registration
May 23, 2019 to Aug 29, 2025factForm ADV
← B•••• M•••••• J••••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 29, 2025
Firm absorbed
V•••••• G••••'s advisors moved to C••••••••• W•••••• L•• (Seattle, WA): 5 of 6 registered, on the same day
Form ADVobserved 7 days ago
5 advisors
Occurred
Aug 29, 2025
Advisor changed firm
B•••• R•••••• M•••••• left V•••••• G•••• for C••••••••• W•••••• L•• (registered 2025-03-03)
Form ADVobserved 7 days ago
Occurred
Aug 29, 2025
Advisor changed firm
Mark Ramsay Dennie left V•••••• G•••• for C••••••••• W•••••• L•• (registered 2025-03-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9c4ea29-5cc2-d51b-b80c-f5841ff43220
First observed: Apr 22, 2019
Last observed: Jan 27, 2025 20 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.