Multnomah Group, Inc.
● SEC registered since 2005CRD 132131SEC# 801-64554Portland, OR
Reg. AUM
$2.67B
Employees
21
Accounts
374
Location
Portland, OR
Multnomah Group, Inc. assets under management
Multnomah Group, Inc. is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2005. It reports $2.7 billion in regulatory assets under management and employs 21 people.
Multnomah Group, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Anthony Montanez | Shareholder | Under 5% | 2007 |
| Charles Frederick Warren | Principal | Under 5% | 2022 |
| David Leslie Williams | Principal | Under 5% | 2023 |
| Erik and Lesley Daley Trust | Shareholder | 25-50% | 2022 |
| Erik Benjamin Daley Control | President/Principal | 25-50% | 2003 |
| Hailey Lynne Fields | Principal | Under 5% | 2023 |
| Joseph Edward Fleischmann | Principal | Under 5% | 2022 |
| Scott Alexander Cameron Control | Owner/Principal/Secretary/Cco | 25-50% | 2003 |
| The Montanez Family Trust | Shareholder | Under 5% | 2012 |
| Brian Anthony Montanez | Trustee | — | 2012 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Multnomah Group, Inc. manage?
Multnomah Group, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Multnomah Group, Inc. have?
Multnomah Group, Inc. reports 21 employees.
Where is Multnomah Group, Inc. located?
Multnomah Group, Inc. is based in Portland, OR and has been SEC-registered since 2005.
Does Multnomah Group, Inc. disclose fund performance?
Multnomah Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1155 SW Morrison Street, Suite 501, Portland, OR 97205 |
| Phone | 503-772-0159 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.67B▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 23%
More than 77% of 16,824 advisers
Assets under management
$2.67Bregulatory AUM
Discretionary $2.67B