# WITT FINANCIAL GROUP, LLC

WITT FINANCIAL GROUP, LLC of CROSSVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 156462
- Type: SEC-registered investment adviser
- SEC file number: 801-134720
- Location: 91 HWY 70 EAST, SUITE 102, CROSSVILLE, TN, 38555
- Phone: 931-484-4911
- Latest filing: 2026-03-20
- Regulatory AUM: $160.5M
- Discretionary AUM: $160.5M
- Clients: 6
- Accounts: 684

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Hobert Marcus Witt | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Jordan Marcus Witt | ASSOCIATE MEMBER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-02-01 | regulatory | IN JAN. AND FEB. OF 2018 WITT FINANCIAL GROUP FAILED TO MAINTAIN THE REQUIRED $15,000 NET CAPITAL FOR RIA FIRMS IN TN. IN 2019 TN FOUND THAT 2 CLIENTS WHO WERE PROVIDED INVESTMENT ADVISORY SERVICES DID NOT HAVE EXECUTED CLIENT AGREEMENTS WITH WITT FINANCIAL GROUP. | Final | $1K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156462/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156462/similar
- Related entities: https://search.stillhousedata.com/firm/156462/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156462

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.