PORTLAND, ORCRD 145724Latest ADV February 26, 2026
Financial Investment Team ("Fit") is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 26, 2026, reports $209M in regulatory assets under management, 5 employees, 1 office, and 870 accounts.
Assets Under Management
$209M
Employees
5
Offices
1 office
Total Clients
303
Primary office
PORTLAND, OR
15350 SW SEQUOIA PKWY, SUITE 150, PORTLAND, OR, United States
Top client segmentIndividuals represent 92.1% of total clients.
Top client categories% of clientsClients
1
Individuals
92.1%
279
2
HNWI
7.9%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of February 26, 2026
Discretionary100.0%
$209M
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$209M
Total Accounts870
10Y AUM Change+$102M (+95.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* 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.