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FINANCIAL INVESTMENT TEAM ("FIT")
Legal name: FINANCIAL INVESTMENT TEAM, INC.
CRD 145724File 801-114111
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$209.1M
Below cohort median (national)
Discretionary AUM
$209.1M
Clients
303
870 accounts
Employees
5
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 12, 2018
- Principal office
- 15350 SW SEQUOIA PKWY, SUITE 150, PORTLAND, OR, 97224
- Phone
- 503-906-5205
- Website
- HTTP://WWW.FI-TEAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $209.1M
- Discretionary AUM
- $209.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 870
- Non-discretionary accounts
- 0
- Total accounts
- 870
- AUM per client
- $690K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $87.6M |
| Individuals (other than high net worth individuals) | 279 | $121.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.