Multnomah Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Multnomah Group reports 188 clients. They include 85 individual clients, 59 pension and profit-sharing plans, and 44 high-net-worth individuals. Of its assets, 100.0% ($2.67B across 374 accounts) are managed with discretion. It advised 134 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 1% |
| High-net-worth individuals | 23% | 5% |
| Pension and profit-sharing plans | 31% | 91% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $30.9M | 1.2% | $364K |
| High-net-worth individuals | 44 | $131M | 4.9% | $2.98M |
| Pension and profit-sharing plans | 59 | $2.43B | 91.3% | $41.3M |
| Charitable organizations | Fewer than 5 | $34.7M | 1.3% | — |
| Corporations and other businesses | Fewer than 5 | $35.1M | 1.3% | — |
| Total | 188 | $2.67B | 100% | — |
- Clients
- 85
- Regulatory AUM
- $30.9M
- AUM share
- 1.2%
- Avg. per client
- $364K
- Clients
- 44
- Regulatory AUM
- $131M
- AUM share
- 4.9%
- Avg. per client
- $2.98M
- Clients
- 59
- Regulatory AUM
- $2.43B
- AUM share
- 91.3%
- Avg. per client
- $41.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $34.7M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $35.1M
- AUM share
- 1.3%
- Avg. per client
- —
Total
- Clients
- 188
- Regulatory AUM
- $2.67B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 134
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Multnomah Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Scott Cameron owns 25% to 50% of Multnomah Group. The leadership team of Multnomah Group includes President Erik Daley. It has 21 employees, 16 of them in advisory roles.
Staff
- 21 employees
- 16 in advisory functions
- 14 state-registered reps
- Owns 25% to 50% of Multnomah Group, Inc.
Scott Cameron
Control person · since November 2003
- Owns 25% to 50% of Multnomah Group, Inc.
Erik Daley
Control person · since November 2003
- Owns 25% to 50% of Multnomah Group, Inc.
Erik and Lesley Daley Trust
since April 2022
- Owns 25% to 50% of Erik and Lesley Daley Trust
Lesley Daley
Control person · since April 2022
Brian Montanez
Trustee of The Montanez Family Trust · since November 2012
Tara Montanez
Trustee of The Montanez Family Trust · since November 2012
Multnomah Group’s regulatory assets grew 1.7× from $1.53B (March 2021) to $2.67B (July 2026); clients rose from 46 to 188 and employees from 17 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $2.67B | 188 | 21 | 1 |
| Mar 2025March 2025 | $2.22B | 181 | 22 | 1 |
| Jun 2024June 2024 | $1.31B | 161 | 23 | 1 |
| May 2023May 2023 | $1.05B | 150 | 23 | 1 |
| Mar 2022March 2022 | $1.3B | 152 | 19 | 1 |
| Mar 2021March 2021 | $1.53B | 46 | 17 | 1 |
Besides its headquarters, Multnomah Group has 0 offices, with 1 listed address in 1 state.
Oregon · 1 listed address
- 1155 SW Morrison Street, Suite 501, PortlandHQ
Contact and registration details
- Legal name
- Multnomah Group, Inc.
- Headquarters
- 1155 SW Morrison Street, Suite 501, Portland, OR 97205
- Website
- multnomahgroup.com
- Phone
- 503-772-0159
- @multnomah-group-inc
- SEC file
- 801-64554
- Structure
- Oregon corporation
- Fiscal year end
- December
Multnomah Group’s named custodians for separately managed accounts include Charles Schwab ($1.05B, 45%), Fidelity ($601M, 26%) and Tiaa-Cref Individual & Institutional Services ($403M, 17%). Multnomah Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.05B45%
- Nationwide SecuritiesNationwide Securities, LLC · Columbus, OH · $278M12%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $601M26%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $403M17%
At year end, Multnomah Group’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Registered funds92%
- Pooled vehicles1%
- Cash1%
- Other3%
- Insurance company separate and general accounts held in qualified retirement accounts3%
How many clients does Multnomah Group have?
Multnomah Group has 188 clients and manages $2.67 billion for them, as of July 2026. They include 85 individual clients, 59 pension and profit-sharing plans, and 44 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Multnomah Group offer?
Multnomah Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Multnomah Group use?
Multnomah Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.05B, Fidelity Brokerage Services LLC (Smithfield, RI), with $601M, Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $403M and Nationwide Securities, LLC (Columbus, OH), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Multnomah Group have?
Multnomah Group has 14 investment adviser representatives registered with state securities authorities, out of 21 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Multnomah Group invest in?
At the end of its last fiscal year, Multnomah Group’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% other, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. The 3% other category is described as: Insurance Company Separate and General Accounts Held in Qualified Retirement Accounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Multnomah Group?
Multnomah Group is owned through a trust by Lesley Daley. Its direct owners are Scott Cameron, Erik Daley, and Erik and Lesley Daley Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Multnomah Group get paid?
Multnomah Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Multnomah Group?
Multnomah Group’s main office is at 1155 SW Morrison Street, Suite 501, Portland, OR 97205. Its phone number is 503-772-0159. Its website is multnomahgroup.com.