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Witt Financial Group, LLC

● SEC registered since 2026CRD 156462SEC# 801-134720Crossville, TN
Export (members)
Reg. AUM
$154M
Employees
6
Accounts
316
Location
Crossville, TN

Witt Financial Group, LLC assets under management

Witt Financial Group, LLC operates as an SEC-registered investment adviser based in Crossville, TN. The firm has been registered since 2026. It reports $154 million in regulatory assets under management and employs 6 people.
www.wittfinancialgroup.comView on SEC.gov ↗

Witt Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Hobert Marcus Witt ControlManaging Member/Chief Compliance OfficerOver 75%2011
Jordan Marcus Witt ControlAssociate Member10-25%2014

Frequently asked questions

How much does Witt Financial Group, LLC manage?

Witt Financial Group, LLC reports $154 million in regulatory assets under management on its Form ADV.

How many employees does Witt Financial Group, LLC have?

Witt Financial Group, LLC reports 6 employees.

Where is Witt Financial Group, LLC located?

Witt Financial Group, LLC is based in Crossville, TN and has been SEC-registered since 2026.

Does Witt Financial Group, LLC disclose fund performance?

Witt Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address91 Hwy 70 East, Suite 102, Crossville, TN 38555
Phone931-484-4911
Fax931-484-6787
Office hoursMon - Thur: 8 a.m. - 5 p.m.; Fri: 8 a.m. - 3 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$154M
Non-discretionary$0
Total (RAUM)$154M