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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FINANCIAL INVESTMENT TEAM ("FIT")

FINANCIAL INVESTMENT TEAM, INC., CRD 145724

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2eaa205d-82af-802f-eb02-141ab957f0da

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Sep 10, 2018 to Feb 26, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $209MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $209M
Private client RAUM: $209MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $52.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 870
Individual clients: 279
High net worth clients: 24
Custody, client assets: $310,091
SEC number: 801-114111
CRD: 145724
Filings on the tape: 28
First filed: Sep 10, 2018
Latest filed: Feb 26, 2026
Organised: Corporation, OR
Website: fi-team.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DIANA LJ HARRISON	Certified Financial Planner	La Center, WA \| PORTLAND, OR	17	34	n/a	no
Rachel Gustafson	Certified Financial Planner	PORTLAND, OR	7	14	1	no
Christine Lam Garcia	Certified Financial Planner	PORTLAND, OR	5	12	1	no
TRAVIS J WESLEY	Certified Financial Planner	PORTLAND, OR	2	12	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARRISON, DIANA, LJ	President	E	yes	01/2007	Sep 10, 2018	Mar 26, 2024
Gustafson, Rachel	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Mar 26, 2024	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PLUS TAX, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$209M	$209M	5	5	1	n/a	n/a
2024	Mar 20, 2025	$186M	$186M	5	5	1	n/a	n/a
2023	Mar 26, 2024	$159M	$159M	5	4	1	n/a	n/a
2022	Mar 30, 2023	$136M	$136M	4	3	1	n/a	n/a
2021	Mar 31, 2022	$146M	$146M	4	4	1	n/a	n/a
2020	Mar 31, 2021	$119M	$119M	4	3	0	n/a	n/a
2019	Mar 26, 2020	$110M	$110M	3	3	1	n/a	n/a
2018	Mar 29, 2019	$108M	$108M	6	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$209M	$186M	12.2%	$136M	15.5%	5	5	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEXT FINANCIAL GROUP, INC.	2	Jun 24, 2016	Jan 22, 2013	PORTLAND, OR	Team lift out	Other	0.5%

Relationships

Registered with (8)

← TRAVIS J WESLEYAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV
← Christine Lam GarciaAdvisorregistration: current employment
Aug 23, 2021 to presentfactForm ADV
← Rachel GustafsonAdvisorregistration: current employment
Mar 5, 2019 to presentfactForm ADV
← DIANA LJ HARRISONAdvisorregistration: current employment
Jan 28, 2009 to presentfactForm ADV
← Samuel Joseph DetkeAdvisorregistration: previous registration
Apr 27, 2021 to Aug 9, 2022factForm ADV
← BRITTANY ANNE JACOBSONAdvisorregistration: previous registration
Nov 13, 2018 to Aug 31, 2020factForm ADV
← JASON ALLEN STEWARTAdvisorregistration: previous registration
Jan 22, 2013 to Sep 10, 2019factForm ADV
← MICHAEL FREDERICK BIENAdvisorregistration: previous registration
Jan 22, 2013 to Jun 3, 2019factForm ADV

Controls (1)

← HARRISON, DIANA, LJOwnerPRESIDENT, ownership code E, individual
Sep 10, 2018 to Mar 26, 2024factForm ADV

Owns (1)

← Gustafson, RachelOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV

Moved with (1)

← NEXT FINANCIAL GROUP, INC.Registered adviser2 advisors, team lift out, same day
Jun 24, 2016 to Jan 22, 2013factForm ADV

Dated events

Occurred
Aug 9, 2022
Advisor changed firm
Samuel Joseph Detke left Financial Investment Team ("Fit") for Tpg Financial Advisors, Llc (registered 2022-08-30)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2018
First Form ADV filing
Financial Investment Team ("Fit") filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2eaa205d-82af-802f-eb02-141ab957f0da
First observed: Sep 10, 2018
Last observed: Feb 26, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL INVESTMENT TEAM ("FIT")

FINANCIAL INVESTMENT TEAM, INC., CRD 145724

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2eaa205d-82af-802f-eb02-141ab957f0da

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DIANA LJ HARRISON

Certified Financial Planner

La Center, WA | PORTLAND, OR

n/a

Rachel Gustafson

Certified Financial Planner

PORTLAND, OR

Christine Lam Garcia

Certified Financial Planner

PORTLAND, OR

TRAVIS J WESLEY

Certified Financial Planner

PORTLAND, OR

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARRISON, DIANA, LJ

President

yes

01/2007

Sep 10, 2018

Mar 26, 2024

Gustafson, Rachel

CHIEF COMPLIANCE OFFICER

01/2024

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PLUS TAX, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$209M

n/a

2024

Mar 20, 2025

$186M

n/a

2023

Mar 26, 2024

$159M

n/a

2022

Mar 30, 2023

$136M

n/a

2021

Mar 31, 2022

$146M

n/a

2020

Mar 31, 2021

$119M

n/a

2019

Mar 26, 2020

$110M

n/a

2018

Mar 29, 2019

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$209M

$186M

12.2%

$136M

15.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEXT FINANCIAL GROUP, INC.

Jun 24, 2016

Jan 22, 2013

PORTLAND, OR

Team lift out

Other

0.5%