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Multnomah Group, Inc.

Multnomah Group, Inc.. CRD 132131

Multnomah Group, Inc. logo

CRD: 132131

Multnomah Group, Inc.

Portland, OR, 97205
5037720159
www.multnomahgroup.com
$2.7B Total AUM
$2.7B Disc. AUM
24.6% 3Y CAGR
21 Employees
322 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Nationwide · Tiaa
Clients
Retail and Institutional
Platforms
Ember unison
Established Date
01-06-2005
Office Locations
9

Office Locations

10260 SW Greenburg Road, Suite 300 Portland OR
1155 SW Morrison Street Suite 501 Portland OR
-- Bellingham WA

About Multnomah Group, Inc.

Multnomah Group is a 100% fee-for-service retirement plan consulting firm serving plan sponsors and committee fiduciaries. The team focuses on conflict-free guidance for investment oversight, vendor and plan management, and plan governance through an annual fiduciary program aimed at improving employees’ retirement readiness. Publishes practical committee best-practice resources, including its “Cultivating Retirement Success” guide.

Team overview

46 AVG AGE
$166.7M AVG AUM / ADVISOR
$8.3M AVG AUM / CLIENT
8 yrs AVG TENURE
21 Employees
16 Advisory Reps
14 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Eagle bridge Unison matrix Foundation meridian Frontier

CRM

Matrix

Custodian

Oak Matrix vital Vertex signal Ridge horizon

Investment Themes

Vector Radial vital Legacy matrix Meridian

Investment Vehicles

Radial focus

Services

Crest Ember Vertex Matrix vital Pioneer meridian

Technology

Crest

Owner & Executives

SCOTT ALEXANDER CAMERON

SCOTT ALEXANDER CAMERON

Chief Compliance Officer, Owner, PRINCIPAL, Secretary

CRD
#4551100
Ownership
25% but less than 50%
(754) 401-1968
insight.timber@beaconcapital.com
in linkedin.com/in/insight-harbor
ERIK BENJAMIN DALEY

ERIK BENJAMIN DALEY

President, PRINCIPAL

CRD
#2962404
Ownership
25% but less than 50%
(268) 285-8814
signal.beacon@legacycapital.com
in linkedin.com/in/meridian-crest
A

Alpha ember

North fusion radial

CRD
#70068
Ownership
36.2%
(886) 635-6735
eagle.ridge@timbercapital.com
in linkedin.com/in/catalyst-wave

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Contacts

J

JOHN MARTIN CHAVEZ

Senior Consultant

CRD
#2451722
(662) 224-6023
focus.peak@northcapital.com
in linkedin.com/in/prime-north
R

Rebecca Dobson

Associate Consultant

CRD
#8112753
(335) 720-8441
summit.unison@wavecapital.com
in linkedin.com/in/insight-meridian
Z

Zenith quantum

Focus frontier

CRD
#26393
(858) 232-8514
zenith.north@fusioncapital.com
in linkedin.com/in/matrix-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-12-2022
05-15-2023
10-01-2024
03-24-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $2,666,622,258 $7,130,006
Non-Discretionary $0 --
Total $2,666,622,258 $7,130,006

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Separately Managed Accounts

Total SMA Asset: $2,666,622,258

$2.7B Total SMA
Public Funds:
19.3%
Equity - Exchange:
27.9%
Other:
11.4%
Cash:
32.1%
Private Funds:
9.3%
Asset class Assets Assets %
Public Funds $857,591,854 19.3%
Equity - Exchange $1,239,731,229 27.9%
Other $506,556,846 11.4%
Cash $1,426,357,436 32.1%
Private Funds $413,243,744 9.3%
Total $4,443,481,109 100.0%

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