Adviser Profile
| As of Date | 03/20/2026 |
| Registration status | Registration Changed to WITT FINANCIAL GROUP, LLC |
| ADV Location | CROSSVILLE, TN, United States |
| Contact Info | 931 xxxxxxx |
| Websites |
| AUM* | 160,466,246 43% |
| of that, discretionary | 160,466,246 49% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 234,600 -35% |
| % High Net Worth | 27.39% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds