Multnomah Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 23, 2026, reports $2.7B in regulatory assets under management, 21 employee, and 374 accounts.
Assets Under Management
$2.7B
Employees
21
Offices
--
Total Clients
188
Primary office
PORTLAND, OR
1155 SW MORRISON STREET, SUITE 501, PORTLAND, OR, United States
Top client segmentIndividuals represent 45.2% of total clients.
Top client categories% of clientsClients
1
Individuals
45.2%
85
2
Pension Plans
31.4%
59
3
HNWI
23.4%
44
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 23, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts374
10Y AUM Change+$2.3B (+710.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee9:1
10Y Employee Change+9 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.