Doheny Asset Management, L.L.C.
- Regulatory AUM
- $186M
- Discretionary
- $172M
- Clients
- 48
- Avg AUM / client
- $3.9M
- Accounts
- 81
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 60 positions, $153,403)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $15,849 | 62,449 | 10.3% | 0.01% |
| 2 | Nvidia Corp | COM | $14,987 | 85,932 | 9.77% | 0.01% |
| 3 | Broadcom Inc | COM | $13,381 | 43,233 | 8.72% | 0.01% |
| 4 | Alphabet Inc Class Class C | COM | $9,216 | 32,126 | 6.01% | 0.0% |
| 5 | Exxon Mobil Corp | COM | $8,843 | 52,124 | 5.76% | 0.0% |
| 6 | Vistra Corp | COM | $7,048 | 46,886 | 4.59% | 0.0% |
| 7 | Amazon.Com Inc | COM | $6,385 | 30,658 | 4.16% | 0.0% |
| 8 | Agnico Eagle Mines Ltd F | COM | $5,870 | 28,919 | 3.83% | 0.0% |
| 9 | Alphabet Inc Class A | COM | $5,162 | 17,952 | 3.37% | 0.0% |
| 10 | Diamondback Energy Inc | COM | $3,940 | 19,922 | 2.57% | 0.0% |
| 11 | Eli Lilly And Co | COM | $3,922 | 4,264 | 2.56% | 0.0% |
| 12 | Costco Whsl Corp New | COM | $3,816 | 3,830 | 2.49% | 0.0% |
| 13 | Philip Morris Intl Inc | COM | $3,451 | 20,874 | 2.25% | 0.0% |
| 14 | Enbridge Inc F | COM | $3,394 | 62,683 | 2.21% | 0.0% |
| 15 | Abbvie Inc | COM | $3,392 | 15,594 | 2.21% | 0.0% |
| 16 | American Express Co | COM | $2,983 | 9,861 | 1.94% | 0.0% |
| 17 | Natera Inc | COM | $2,540 | 12,703 | 1.66% | 0.0% |
| 18 | Spdr Gold Shares | COM | $2,440 | 5,670 | 1.59% | 0.0% |
| 19 | Eog Res Inc | COM | $2,416 | 16,712 | 1.57% | 0.0% |
| 20 | Berkshire Hathaway Class B | COM | $2,164 | 4,515 | 1.41% | 0.0% |
| 21 | Eaton Corp Plc F | COM | $2,119 | 5,925 | 1.38% | 0.0% |
| 22 | Chevron Corp New | COM | $1,927 | 9,313 | 1.26% | 0.0% |
| 23 | Qualcomm Inc | COM | $1,920 | 14,910 | 1.25% | 0.0% |
| 24 | Microsoft Corp | COM | $1,849 | 4,995 | 1.21% | 0.0% |
| 25 | Johnson & Johnson | COM | $1,710 | 6,994 | 1.11% | 0.0% |
Top 25 of 60 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $5.9M | 3.2% |
| High net worth individuals | 33 | $179M | 96.3% |
| Charitable organizations | 1 | $948K | 0.51% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Doheny Iii, William | Member | Dec 2022 (4y) | 25% – 50% | |
| Sean Patrick Oneill | Managing Member/Chief Compliance Officer | CFA | Dec 2022 (4y) | 75% or more |
| James Gregory Morton | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $122M (66% of AUM) Mar 2026
- Citigroup, Inc. $81.8M (59% of AUM) Mar 2022
- Citibank $45.0M (24% of AUM) Mar 2026
- Northern Trust $18.9M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗