Overview
Assets Under Management: $160 million
Headquarters: CROSSVILLE, TN
High-Net-Worth Clients: 86
Average Client Assets: $1.1 million
Frequently Asked Questions
WITT FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156462), WITT FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
WITT FINANCIAL GROUP, LLC is headquartered in CROSSVILLE, TN.
WITT FINANCIAL GROUP, LLC serves 86 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, WITT FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WITT FINANCIAL GROUP, LLC manages $160 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, WITT FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.71%
Average Client Assets: $1.1 million
Total Client Accounts: 684
Discretionary Accounts: 684
Regulatory Filings
CRD Number: 156462
Filing ID: 2078284
Last Filing Date: 2026-03-20 12:28:05