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MULTNOMAH GROUP, INC.
CRD 132131File 801-64554
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.67B
Top 25% of cohort (national)
Discretionary AUM
$2.67B
Clients
188
374 accounts
Employees
21
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2026 | Clients | 181 | 188 | increased by7 |
| Apr 1, 2026 | AUM | $2,219,580,596 | $2,666,622,258 | increased by$447,041,662 |
| Apr 1, 2026 | Accounts | 361 | 374 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 22 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 152 | 181 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,304,931,234 | $2,219,580,596 | increased by$914,649,362 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 306 | 361 | increased by55 |
| Apr 1, 2022 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2022 | Clients | 46 | 152 | increased by106 |
| Apr 1, 2022 | AUM | $1,527,358,793 | $1,304,931,234 | decreased by$222,427,559 |
| Apr 1, 2022 | Accounts | 302 | 306 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MULTNOMAH GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MULTNOMAH GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.