RIA Intelligence

WITT FINANCIAL GROUP, LLC

CRD #156462 SEC #801-134720 CROSSVILLE, TN 931-484-4911
SEC Registered
Total AUM
$154M
Discretionary
$154M
Employees
6
Clients
0
Accounts
316

Firm Details

Organization Type
Limited Liability Company
State of Formation
Tennessee
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WITT, HOBERT, MARCUSIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
WITT, HOBERT, MARCUSIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
WITT, JORDAN, MARCUSIASSOCIATE MEMBERB Control
WITT, JORDAN, MARCUSIASSOCIATE MEMBERB Control

Registrations

Federal

IA
Nov 26, 2025 REGISTERED

Notice Filings (3)

FL TN TX

Address

91 HWY 70 EAST
SUITE 102
CROSSVILLE, TN 38555
United States
Phone: 931-484-4911