# Financial Investment Team ("FIT")

> Financial Investment Team ("FIT") is an SEC-registered investment advisory firm in Portland, OR, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 145724
- Filed as: FINANCIAL INVESTMENT TEAM ("FIT")
- Legal name: Financial Investment Team, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145724
- AdvisorCensus page: https://advisorcensus.com/firm/financial-investment-team-fit-portland-or-145724

## Quick answers

**How is Financial Investment Team ("FIT") compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Investment Team ("FIT") reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Financial Investment Team ("FIT") charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Hourly rate: $500 an hour (preparation of a financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Financial Investment Team ("FIT") located?**
Financial Investment Team ("FIT")'s principal office is in Portland, OR, according to its Form ADV.

**Is Financial Investment Team ("FIT") registered with the SEC or a state?**
Financial Investment Team ("FIT") is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 145724.

**How much does Financial Investment Team ("FIT") manage?**
Financial Investment Team ("FIT") reports $209,144,352 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Financial Investment Team ("FIT")'s assets and staff changed since 2021?**
In the Form ADV data for Financial Investment Team ("FIT"): Regulatory assets under management: $119,458,016 in the October 2021 data and $209,144,352 in the October 2026 data, up 75%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Investment Team ("FIT") serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (279); high net worth individuals (24).

**Which custodians does Financial Investment Team ("FIT") use?**
Financial Investment Team ("FIT")'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Investment Team ("FIT") report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145724

**Does Financial Investment Team ("FIT") state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "The minimum investment amount for establishing and maintaining a new advisory relationship is $250,000. This minimum is based on the aggregate amount of client accounts per household." "We may accept smaller accounts on a case-by-case basis."

**What changed in Financial Investment Team ("FIT")'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $186,401,476 to $209,144,352 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $250,000

> The minimum investment amount for establishing and maintaining a new advisory relationship is $250,000. This minimum is based on the aggregate amount of client accounts per household.

> We may accept smaller accounts on a case-by-case basis.

- Hourly rate: $500 an hour (preparation of a financial plan)

> For non-advisory clients, the preparation of a financial plan is billed at $500 per hour, with invoices issued monthly as services are provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $209,144,352
- Discretionary: $209,144,352
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 279 | $121,527,693 |
| High net worth individuals | 24 | $87,616,659 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fi-team.com](https://fi-team.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,458,016 | 4 | April 21, 2021 |
| October 2022 | $145,688,919 | 4 | August 9, 2022 |
| October 2023 | $135,598,297 | 4 | June 15, 2023 |
| October 2024 | $159,341,415 | 5 | March 26, 2024 |
| October 2025 | $186,401,476 | 5 | March 20, 2025 |
| October 2026 | $209,144,352 | 5 | February 26, 2026 |

Regulatory assets under management: $119,458,016 in the October 2021 data and $209,144,352 in the October 2026 data, up 75%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $186,401,476 to $209,144,352 (+12%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Investment Team ("FIT") (CRD 145724): Form ADV filing data as of October 2026.