Asset manager · Portland, OR
Multnomah Group, Inc.
SEC-registered investment adviser · CRD 132131 · SEC 801-64554
At a glance
Multnomah Group, Inc. is an SEC-registered investment adviser based in Portland, Oregon, with $2.7 billion in regulatory assets under management as of its Form ADV filed July 23, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 129 individual clients. By Form ADV it is a asset manager, ranked 931st of 3,218 asset managers and 3,051st of 17,210 SEC-registered advisers by assets.
Main office 503-772-0159multnomahgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among asset managers
- #931 of 3,218
- Rank among all SEC RIAs
- #3,051 of 17,210
- Rank in Oregon
- #14 of 156
- Individual clients
- 129
- High-net-worth clients
- 44
- Accounts
- 374
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 16
- Offices
- 1
Owners and executives on its Form ADV
- Scott A. CameronOwner/principal/secretary/cco
- Erik B. DaleyPresident/principal
- Brian A. MontanezShareholder
- Joseph E. FleischmannPrincipal
- Charles F. WarrenPrincipal
- Hailey L. FieldsPrincipal
- David L. WilliamsPrincipal
Custody and brokerage
4 custodians
- Charles Schwab$1.1B45%
- Fidelity$601M26%
- Tiaa-Cref Individual & Institutional Services$403M17%
- Nationwide Securities$278M12%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 59 | $2.4B | 91% |
| High-net-worth individuals | 44 | $131M | 5% |
| Corporations or other businesses | – | $35M | 1% |
| Charitable organizations | – | $35M | 1% |
| Individuals | 85 | $31M | 1% |
Disciplinary disclosures
Multnomah Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗multnomahgroup.com ↗
AtlasMembers
The full record on Multnomah Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 847 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Multnomah Group, Inc. manage?
Multnomah Group, Inc. reports $2.7 billion in regulatory assets under management across 374 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
What kind of firm is Multnomah Group, Inc.?
Multnomah Group, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Multnomah Group, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($2.4 billion, 59 clients); high-net-worth individuals ($131 million, 44 clients); corporations or other businesses ($35 million).
Does Multnomah Group, Inc. have any disciplinary history?
Multnomah Group, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Multnomah Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →