Multnomah Group, Inc.
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 132131
· SEC file 801-64554
· Portland, OR
· WWW.MULTNOMAHGROUP.COM
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 188
- Avg AUM / client
- $14.2M
- Accounts
- 374
- Employees
- 21
AUM over time
$153M
$6.0B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $30.9M | 1.16% |
| High net worth individuals | 44 | $131M | 4.91% |
| Pension and profit sharing plans | 59 | $2.4B | 91.3% |
| Charitable organizations | Fewer than 5 clients | $34.7M | 1.3% |
| Corporations and other businesses | Fewer than 5 clients | $35.1M | 1.32% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Benjamin Daley | President/Principal | CFA | Nov 2003 (23y) | 25% – 50% |
| Scott Alexander Cameron | Owner/Principal/Secretary | CFA | Nov 2003 (23y) | 25% – 50% |
| Brian Anthony Montanez | Shareholder | Jul 2007 (19y) | Less than 5% | |
| Montanez, Tara, Marie | Trustee | Nov 2012 (14y) | GP / trustee / elected manager of The Montanez Family Trust (indirect) | |
| David Leslie Williams | Principal | CFA | Mar 2018 (8y) | Less than 5% |
| Hailey Lynne Fields | Principal | Jul 2018 (8y) | Less than 5% | |
| Daley, Lesley, Henkle | Trustee | Apr 2022 (4y) | ≈ 6.25% – 25% via Erik And Lesley Daley Trust | |
| Charles Frederick Warren | Principal | Oct 2022 (4y) | Less than 5% | |
| Joseph Edward Fleischmann | Principal | Oct 2022 (4y) | Less than 5% | |
| Amy J. Barber | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Caryn Maria Sanchez | Registered representative | May 2008 (18y) | ||
| Gregory Robert Johnson | Registered representative | Feb 2020 (6y) | ||
| Nelson Eugene Rutherford | Registered representative | CFP Personal Financial Specialist | Feb 2021 (5y) | |
| Jake Larson | Registered representative | CFP | Apr 2025 (1y) | |
| Rebecca Dobson | Registered representative | CFA | Jul 2025 (1y) | |
| Timothy Slevin Vegdahl | Registered representative | CFP | Dec 2025 (1y) | |
| Emily L Zinn | Registered representative | CFP | Feb 2026 (0y) | |
| John Martin Chavez | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Erik And Lesley Daley Trust | Shareholder | Apr 2022 | A | 25% – 50% |
| The Montanez Family Trust | Shareholder | Nov 2012 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daley, Lesley, Henkle: 25% – 50% of Erik And Lesley Daley Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
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.
Retirement plans served (48)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Heating, Inc. 401(k) Plan | American Heating, Inc. | 204 | $22.1M | 10/01/2024 |
| Irco 401(k) Plan | The Immigrant And Refugee Community Organization | 713 | $18.5M | 10/01/2024 |
| Roosevelt University 403(b) Retirement Plan | Roosevelt University | 504 | $121M | 09/01/2024 |
| Roosevelt University 401(a) University Retirement Plan For Faculty And Administrators | Roosevelt University | 324 | $87.4M | 09/01/2024 |
| The International School Of San Francisco Dc Retirement Plan | The International School Of San Francisco | 141 | $52.9M | 09/01/2024 |
| Palo Alto University, Inc. Combined 403(b) Plan | Palo Alto University, Inc | 227 | $34.0M | 08/01/2024 |
| San Domenico School 403(b) Retirement Plan | San Domenico School | 160 | $34.9M | 07/01/2024 |
| University Of Puget Sound Retirement Savings Plan | The University Of Puget Sound | 923 | $354M | 07/01/2024 |
| The Carnegie Foundation For The Advancement Of Teaching Dc Plan | The Carnegie Foundation For The Advancement Of Teaching | 48 | $46.2M | 07/01/2024 |
| University Of Portland Defined Contribution And Tax Deferred Annuity | University Of Portland | 787 | $263M | 06/01/2024 |
| A Dec, Inc. 401(k) Profit Sharing Retirement Plan | A Dec, Inc. | 1,210 | $249M | 01/01/2024 |
| Marin Academy Defined Contribution Retirement Plan | Marin Academy | 128 | $50.2M | 01/01/2024 |
| Silicon Valley Community Foundation 403(b) Retirement Plan | Silicon Valley Community Foundation | 107 | $27.1M | 01/01/2024 |
| San Francisco University High School Dc Retirement Plan | San Francisco University High School | 128 | $54.5M | 01/01/2024 |
| The Oregon Clinic, P.C. Retirement Plan | The Oregon Clinic, P.C. | 1,334 | $360M | 01/01/2024 |
| Precision Castparts Corp. 401(k) Retirement Savings Plan | Precision Castparts Corp. | 17,695 | $2.5B | 01/01/2024 |
| G A P Supply Corp. 401(k) Cash Or Deferred Savings Plan | G A P Supply Corp. Dba Johnstone Supply Of Tigard | 219 | $17.2M | 01/01/2024 |
| The Branson School Dc Retirement Plan | The Branson School | 102 | $40.7M | 01/01/2024 |
| Georg Fischer Savings Tax Advantaged Retirement Plan | Georg Fischer Signet Llc | 1,173 | $159M | 01/01/2024 |
| National University Retirement Savings Plan | National University | 6,174 | $319M | 01/01/2024 |
| Golden Gate University Retirement Plan | Golden Gate University | 238 | $87.6M | 01/01/2024 |
| Hawaii Preparatory Academy Defined Contribution Retirement Plan | Hawaii Preparatory Academy | 203 | $42.6M | 01/01/2024 |
| The Allison Inn 401(k) Plan | The Allison Inn & Spa Llc | 171 | $2.5M | 01/01/2024 |
| Cornish College Of The Arts 403(b) Plan | Cornish College Of The Arts | 170 | $28.2M | 01/01/2024 |
| Wilson Sporting Goods Co. Retirement Pension Plan | Wilson Sporting Goods Co. | 86 | $125M | 01/01/2024 |
Top 25 of 48 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 955 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (39% of AUM) Mar 2026
- Fidelity Brokerage Services $601M (23% of AUM) Mar 2026
- Lincoln Financial Advisors Corporation $517M (34% of AUM) Mar 2022
- Tiaa Cref Individual & Institutional Services, Llc $403M (15% of AUM) Mar 2026
- Nationwide Securities, Llc $278M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗