{"url":"https://nivawealth.com/firms/multnomah-group-132131","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/132131","regulatoryAum":2666622258,"crd":"132131","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4551100","suffix":null,"lastName":"CAMERON","firstName":"SCOTT","middleName":"ALEXANDER"},{"crd":"2451722","suffix":null,"lastName":"CHAVEZ","firstName":"JOHN","middleName":"MARTIN"},{"crd":"2962404","suffix":null,"lastName":"DALEY","firstName":"ERIK","middleName":"BENJAMIN"},{"crd":"8112753","suffix":null,"lastName":"Dobson","firstName":"Rebecca","middleName":null},{"crd":"6951619","suffix":null,"lastName":"Fields","firstName":"Hailey","middleName":"Lynne"},{"crd":"4431928","suffix":"JR.","lastName":"FLEISCHMANN","firstName":"JOSEPH","middleName":"EDWARD"},{"crd":"2835333","suffix":null,"lastName":"JOHNSON","firstName":"GREGORY","middleName":"ROBERT"},{"crd":"7497337","suffix":null,"lastName":"Larson","firstName":"Jake","middleName":null},{"crd":"3184104","suffix":null,"lastName":"MONTANEZ","firstName":"BRIAN","middleName":"ANTHONY"},{"crd":"4655868","suffix":null,"lastName":"RUTHERFORD","firstName":"NELSON","middleName":"EUGENE"},{"crd":"4196429","suffix":null,"lastName":"SANCHEZ","firstName":"CARYN","middleName":"MARIA"},{"crd":"8195107","suffix":null,"lastName":"Slevin-Vegdahl","firstName":"Timothy","middleName":null},{"crd":"4298638","suffix":"JR.","lastName":"WARREN","firstName":"CHARLES","middleName":"FREDERICK"},{"crd":"4029605","suffix":null,"lastName":"WILLIAMS","firstName":"DAVID","middleName":"LESLIE"},{"crd":"5482116","suffix":null,"lastName":"ZINN","firstName":"EMILY","middleName":"L"}],"total":15,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-15","regulatoryAum":1527358793,"clients":46,"employees":17,"offices":1},{"filedOn":"2022-03-16","regulatoryAum":1304931234,"clients":152,"employees":19,"offices":1},{"filedOn":"2023-05-15","regulatoryAum":1049864229,"clients":150,"employees":23,"offices":1},{"filedOn":"2024-06-14","regulatoryAum":1305357629,"clients":161,"employees":23,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":2219580596,"clients":181,"employees":22,"offices":1},{"filedOn":"2026-07-23","regulatoryAum":2666622258,"clients":188,"employees":21,"offices":1}],"secFileNumber":"801-64554","legalName":"Multnomah Group, Inc.","displayName":"Multnomah Group","slug":"multnomah-group-132131","website":"https://multnomahgroup.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/multnomah-group-inc/","founded":null,"organization":"Oregon corporation","fiscalYearEnd":"December","headquarters":{"street":"1155 SW Morrison Street, Suite 501","city":"Portland","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97205"},"tradeNames":[],"registration":{"secApproved":"24 August 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& Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":1050242989},{"name":"Nationwide Securities, LLC","shortName":"Nationwide Securities","location":"Columbus, OH","smaAssets":278039711},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":600954030},{"name":"Tiaa-Cref Individual & Institutional Services, LLC","shortName":"Tiaa-Cref Individual & Institutional Services","location":"New York, NY","smaAssets":402533531}],"custodyNote":"Multnomah Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Erik Daley","title":"President/Principal","crd":"2962404"},{"name":"Scott Cameron","title":"Owner/Principal/Secretary/CCO","crd":"4551100"},{"name":"Hailey Fields","title":"Principal","crd":"6951619"},{"name":"Joseph Fleischmann","title":"Principal","crd":"4431928"},{"name":"Brian Montanez","title":"Shareholder","crd":"3184104"},{"name":"Charles Warren","title":"Principal","crd":"4298638"},{"name":"David Williams","title":"Principal","crd":"4029605"}],"ownership":[{"label":"Scott Cameron","detail":"Owner/principal/secretary/cco in the 25% to 50% ownership band and a control person, since November 2003."},{"label":"Erik Daley","detail":"President/principal in the 25% to 50% ownership band and a control person, since November 2003. Also a trustee of Erik and Lesley Daley Trust in the 25% to 50% band and a control person, since April 2022."},{"label":"Erik and Lesley Daley Trust","detail":"Shareholder in the 25% to 50% ownership band, since April 2022."},{"label":"Lesley Daley","detail":"Indirect owner: a trustee of Erik and Lesley Daley Trust in the 25% to 50% band and a control person, since April 2022.","parent":"Erik and Lesley Daley Trust"},{"label":"Brian Montanez","detail":"Indirect owner: trustee of The Montanez Family Trust, since November 2012.","parent":"The Montanez Family Trust"},{"label":"Tara Montanez","detail":"Indirect owner: trustee of The Montanez Family Trust, since November 2012.","parent":"The Montanez Family Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"1155 SW Morrison Street, Suite 501","city":"Portland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-772-0159","stateRegisteredReps":14,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":92},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":3,"detail":"Insurance Company Separate and General Accounts Held in Qualified Retirement Accounts"}],"privateFunds":0},"sources":{"adv1FilingDate":"23 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/132131/PDF/132131.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Multnomah Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Multnomah Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Multnomah Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Multnomah Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Multnomah Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Multnomah Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Multnomah Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Multnomah Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}