# MULTNOMAH GROUP, INC.

MULTNOMAH GROUP, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 132131
- Type: SEC-registered investment adviser
- SEC file number: 801-64554
- Location: 1155 SW MORRISON STREET, SUITE 501, PORTLAND, OR, 97205
- Phone: 503-772-0159
- Latest filing: 2026-07-23
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.7B
- Clients: 21
- Accounts: 374

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Scott Alexander Cameron | OWNER/PRINCIPAL/SECRETARY; OWNER/PRINCIPAL/SECRETARY/CCO | — |
| Erik Benjamin Daley | PRESIDENT/PRINCIPAL; TRUSTEE | — |
| Brian Anthony Montanez | SHAREHOLDER; TRUSTEE | — |
| Joseph Edward Fleischmann | PRINCIPAL | — |
| Charles Frederick Warren | PRINCIPAL | — |
| Lesley Henkle Daley | TRUSTEE | — |
| Hailey Lynne Fields | PRINCIPAL | — |
| David Leslie Williams | PRINCIPAL | — |
| Tara Marie Montanez | TRUSTEE | — |
| Amy J Barber | CHIEF COMPLIANCE OFFICER | — |
| DALEY ERIK BENJAMIN | OWNER/PRESIDENT; PRESIDENT; PRESIDENT/PRINCIPAL (+2 more) | — |
| CAMERON SCOTT ALEXANDER | CHIEF COMPLIANCE OFFICER; OWNER/PRINCIPAL; OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| WARREN RUSSELL FREDERICK | PRINCIPAL | — |
| MONTANEZ BRIAN ANTHONY | SHAREHOLDER; TRUSTEE | — |
| CAMERON BRIAN GREGG | SHAREHOLDER | — |
| BARBER AMY JO | CHIEF COMPLIANCE OFFICER | — |
| BARBER AMY J | CHIEF COMPLIANCE OFFICER | — |
| DALEY LESLEY HENKLE | OWNER/SHAREHOLDER; TRUSTEE | — |
| TREICHEL BONNIE M | CHIEF COMPLIANCE OFFICER | — |
| KOLDSBAEK BECKI K | CHIEF COMPLIANCE OFFICER | — |
| FLEISCHMANN JOSEPH EDWARD | PRINCIPAL | — |
| Fields Hailey Lynne | PRINCIPAL | — |
| WILLIAMS DAVID LESLIE | PRINCIPAL | — |
| MONTANEZ TARA | TRUSTEE | — |
| MONTANEZ TARA MARIE | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132131/similar
- Related entities: https://search.stillhousedata.com/firm/132131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132131

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.