MULTNOMAH GROUP, INC.

CRD 132131File 801-64554

APPROVED

Retail clients

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.67B

Top 25% of cohort (national)

Discretionary AUM

$2.67B

Clients

188

374 accounts

Employees

Top 10% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Aug 24, 2005
Principal office: 1155 SW MORRISON STREET, SUITE 501, PORTLAND, OR, 97205
Phone: 503-772-0159
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/MULTNOMAH-GROUP-INC/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.67B
Discretionary AUM: $2.67B
Non-discretionary AUM: $0
Discretionary accounts: 374
Non-discretionary accounts: 0
Total accounts: 374
AUM per client: $14.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$35.1M
Charitable organizations	Fewer than 5	$34.7M
High net worth individuals	44	$131.0M
Pension and profit sharing plans	59	$2.43B
Individuals (other than high net worth individuals)	85	$30.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.