WITT FINANCIAL GROUP, LLC
Firm details
- Headquarters
- CROSSVILLE, Tennessee
- CRD number
- 156462
- Registered since
- March 18, 2026
- Website
- wittfinancialgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI60.71%
- Individuals39.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Witt Financial Group, LLC is an independent, individual-owned registered investment adviser that works primarily with individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers selection-of-other-advisers services, and runs educational seminars and workshops. Its pricing toolbox includes AUM-based fees alongside hourly and fixed-fee arrangements and other billing approaches. The firm identifies itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities12%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3HOBERT WITT
Founder & PresidentCRD 4533105
Jackson Eldridge
ParaplannerCRD 7924041
JORDAN WITT
Vice PresidentCRD 6124645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CROSSVILLE, TN
CUMBERLAND
Location
CROSSVILLE, TN
Headquartered in CROSSVILLE, TN, in the South of the United States.
- Region
- South
- County
- CUMBERLAND
- Address
- 91 Highway 70 E
- Time zone
- CT (UTC-6)
- Office locations
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