Witt Financial Group, LLC
● SEC registered since 2026CRD 156462SEC# 801-134720Crossville, TN
Reg. AUM
$160.5M
Employees
6
Accounts
684
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 $160.5 million in regulatory assets under management and employs 6 people.
Witt Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hobert Marcus Witt Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
| Jordan Marcus Witt Control | Associate Member | 10-25% | 2014 |
Frequently asked questions
How much does Witt Financial Group, LLC manage?
Witt Financial Group, LLC reports $160.5 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
| Address | 91 Hwy 70 East, Suite 102, Crossville, TN 38555 |
| Phone | 931-484-4911 |
| Fax | 931-484-6787 |
| Office hours | Mon - Thur: 8 a.m. - 5 p.m.; Fri: 8 a.m. - 3 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$160.5M▲ 4%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$160.5Mregulatory AUM
Discretionary $160.5M