DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Multnomah Group, Inc.

Institutional managerPortland, OregonCRD 132131SEC 801-64554websiteIAPD
Latest filing Jul 23, 2026
First filing on the tape Mar 30, 2012 · 41 filings
SEC status approved since Aug 24, 2005
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
6.1%
$162M individuals and HNW
Advisors
15
registered through the firm on IAPD
RAUM per advisor
$178M
derived; firm RAUM over IAPD count
Employees
21
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$2.7B as of Jul 23, 2026
Mar 30, 2012$4.0B then
HNW client RAUM$131M as of Jul 23, 2026
Mar 13, 2018$29.1M then
State-registered IARs (5.B.3)14 as of Jul 23, 2026
Mar 30, 20120 then
Employees (5.A)21 as of Jul 23, 2026
Mar 14, 201312 then
Private funds: no history
RAUM +20% over the last fiscal year+36% a year over threeIARs 14 to 14
Practice profile
derived from the filing of Jul 23, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
  • OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
RAUM per advisor
$178MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
9derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.0MderivedHNW RAUM over HNW clients
Average account
$7.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
15.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+20%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-0.8%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$2.4B91%
  • High-net-worth individuals$131M4.9%
  • Corporations and businesses$35.1M1.3%
  • Charitable organizations$34.7M1.3%
  • Individuals$30.9M1.2%
Individual clients
85reported
HNW clients
44reported
Pension plan clients
59reported
Charitable clients
n/areported
Accounts
374reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.06 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Erik Benjamin DaleyChartered Financial AnalystPortland, OrJan 6, 200528 y1
Scott Alexander CameronChartered Financial AnalystPortland, OrJan 6, 200524 y1
Brian Anthony MontanezOrinda, CaAug 29, 200727 y2
Caryn Maria SanchezPortland, OrMay 9, 200824 y0
David Leslie WilliamsChartered Financial AnalystPort Orchard, Wa Mar 10, 201826 y0
Hailey Lynne FieldsPortland, OrJul 2, 201811 y0
Gregory Robert JohnsonCentennial, CoFeb 25, 202027 y0
Nelson Eugene RutherfordCertified Financial Planner, Personal Financial SpecialistPortland, Or Feb 4, 202155 y2
Charles Frederick WarrenGresham, Or Oct 25, 202225 y2
Joseph Edward FleischmannPortland, Or Oct 25, 202224 y4
Jake LarsonCertified Financial PlannerPortland, OrApr 10, 202510 y1
Rebecca DobsonChartered Financial AnalystPortland, OrJul 9, 202512 y0
Timothy Slevin-VegdahlCertified Financial PlannerPortland, OrDec 5, 202515 y0
Emily L ZinnCertified Financial PlannerSanta Fe, Nm Feb 19, 202618 y1
John Martin ChavezCarlsbad, Ca Mar 20, 202614 y2
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 6.7% of current headcount3 left over 36 months
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Alexander Scott Cameron · Owner/Principal/Secretarycontrol
      since 11/2003 · owns 25% to 50%
    • Benjamin Erik Daley · President/Principalcontrol
      since 11/2003 · owns 25% to 50%
    • Benjamin Erik Daley · Trusteecontrol
      since 04/2022 · owns 25% to 50% of Erik And Lesley Daley Trust
    • Henkle Lesley Daley · Trusteecontrol
      since 04/2022 · owns 25% to 50% of Erik And Lesley Daley Trust
    • J. Amy Barber · Chief Compliance Officer
      since 09/2024 · owns less than 5%
    • Lynne Hailey Fields · Principal
      since 04/2023 · owns less than 5%
    • Edward Joseph Fleischmann · Principal
      since 10/2022 · owns less than 5%
    • Anthony Brian Montanez · Shareholder
      since 07/2007 · owns less than 5%
    • Frederick Charles Warren · Principal
      since 10/2022 · owns less than 5%
    • Leslie David Williams · Principal
      since 04/2023 · owns less than 5%
    • Anthony Brian Montanez · Trustee
      since 11/2012 · owns F of The Montanez Family Trust
    • Marie Tara Montanez · Trustee
      since 11/2012 · owns F of The Montanez Family Trust
    Entity owners
    • Erik And Lesley Daley Trust · Shareholder
      direct · owns 25% to 50%
    • The Montanez Family Trust · Shareholder
      direct · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Portland, Or · principal1330
    Rosharon, Tx000
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 361 to 374
      Feb 17, 2026 to Mar 23, 2026
    • Advisory employees · 14 to 16
      Feb 17, 2026 to Mar 23, 2026
    • HNW clients · 38 to 44
      Feb 17, 2026 to Mar 23, 2026
    • Individual clients · 92 to 85
      Feb 17, 2026 to Mar 23, 2026
    • Pension plan clients · 51 to 59
      Feb 17, 2026 to Mar 23, 2026
    • Employees · 22 to 21
      Feb 17, 2026 to Mar 23, 2026
    • Discretionary RAUM · $2.2B to $2.7B
      Feb 17, 2026 to Mar 23, 2026
    • HNW RAUM · $110M to $131M
      Feb 17, 2026 to Mar 23, 2026
    • Individual RAUM · $35.6M to $30.9M
      Feb 17, 2026 to Mar 23, 2026
    • Pension RAUM · $2.0B to $2.4B
      Feb 17, 2026 to Mar 23, 2026
    • RAUM · $2.2B to $2.7B
      Feb 17, 2026 to Mar 23, 2026
    • Accounts · 315 to 361
      Oct 1, 2024 to Mar 24, 2025
    • Charity clients · 1.0 to unset
      Oct 1, 2024 to Mar 24, 2025
    • Corporate clients · 2.0 to unset
      Oct 1, 2024 to Mar 24, 2025
    • HNW clients · 31 to 38
      Oct 1, 2024 to Mar 24, 2025
    • Individual clients · 90 to 92
      Oct 1, 2024 to Mar 24, 2025
    • Pension plan clients · 37 to 51
      Oct 1, 2024 to Mar 24, 2025
    • Employees · 23 to 22
      Oct 1, 2024 to Mar 24, 2025
    • Financial planning clients · 11-25 to 11-25
      Oct 1, 2024 to Mar 24, 2025
    • State-registered IARs · 13 to 14
      Oct 1, 2024 to Mar 24, 2025
    • Discretionary RAUM · $1.3B to $2.2B
      Oct 1, 2024 to Mar 24, 2025
    • HNW RAUM · $87.8M to $110M
      Oct 1, 2024 to Mar 24, 2025
    • Individual RAUM · $35.3M to $35.6M
      Oct 1, 2024 to Mar 24, 2025
    • Pension RAUM · $1.1B to $2.0B
      Oct 1, 2024 to Mar 24, 2025
    • RAUM · $1.3B to $2.2B
      Oct 1, 2024 to Mar 24, 2025
    • Accounts · 297 to 315
      May 15, 2023 to Mar 22, 2024
    • Advisory employees · 13 to 14
      May 15, 2023 to Mar 22, 2024
    • HNW clients · 35 to 31
      May 15, 2023 to Mar 22, 2024
    • Individual clients · 84 to 90
      May 15, 2023 to Mar 22, 2024
    • Pension plan clients · 28 to 37
      May 15, 2023 to Mar 22, 2024
    • Financial planning clients · 26-50 to 11-25
      May 15, 2023 to Mar 22, 2024
    • Discretionary RAUM · $1.0B to $1.3B
      May 15, 2023 to Mar 22, 2024
    • HNW RAUM · $91.3M to $87.8M
      May 15, 2023 to Mar 22, 2024
    • Individual RAUM · $28.1M to $35.3M
      May 15, 2023 to Mar 22, 2024
    • Pension RAUM · $902M to $1.1B
      May 15, 2023 to Mar 22, 2024
    • RAUM · $1.0B to $1.3B
      May 15, 2023 to Mar 22, 2024
    • Accounts · 306 to 297
      Dec 12, 2022 to Mar 24, 2023
    • Advisory employees · 11 to 13
      Dec 12, 2022 to Mar 24, 2023
    • HNW clients · 42 to 35
      Dec 12, 2022 to Mar 24, 2023
    • Individual clients · 81 to 84
      Dec 12, 2022 to Mar 24, 2023
    Signals
    9 dated events
    • Brian Gerard Murphy left Multnomah Group, Inc. for Sentinel Pension Advisors, Llc. (registered 2026-01-27)
      Nov 10, 2025 · Advisor changed firm · fact
    • Breion Lashay Rollins left Multnomah Group, Inc. for Trg Financial (registered 2026-01-09)
      Jun 30, 2025 · Advisor changed firm · fact
    • David Michael Imhoff left Multnomah Group, Inc. for Fisher Investments (registered 2025-08-15)
      May 15, 2025 · Advisor changed firm · fact
    • Multnomah Group, Inc. reported RAUM $2.2B, up 70% from $1.3B (2024-10-01 to 2025-03-24)
      Mar 24, 2025 · RAUM change · derived
    • Henkle Lesley Daley (Trustee) appeared on Schedule A of Multnomah Group, Inc.
      May 15, 2023 · Control person joined · fact
    • 2 advisors left Commonwealth Financial Network (Portland, OR) for Multnomah Group, Inc. on the same day
      Sep 30, 2022 · Team lift-out · derived
    • Multnomah Group, Inc. reported RAUM $1.5B, up 33% from $1.1B (2021-01-04 to 2021-03-15)
      Mar 15, 2021 · RAUM change · derived
    • Multnomah Group, Inc. reported RAUM $1.1B, up 104% from $560.7M (2020-02-11 to 2020-02-27)
      Feb 27, 2020 · RAUM change · derived
    • Multnomah Group, Inc. reported RAUM $631.9M, up 92% from $329.1M (2017-06-12 to 2018-03-13)
      Mar 13, 2018 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    LINKEDIN.COM/COMPANY/MULTNOMAH-GROUP-INCreportedpublic record, Form ADV, Sep 17, 2026
    Website
    MULTNOMAHGROUP.COMreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    503-772-0159reportedpublic record, Form ADV, Jul 23, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Institutional managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $178Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026