Witt Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Crossville, TN. Its latest Form ADV filing, dated March 20, 2026, reports $160M in regulatory assets under management, 6 employees, and 684 accounts.
Assets Under Management
$160M
Employees
6
Offices
--
Total Clients
314
Primary office
CROSSVILLE, TN
91 HWY 70 EAST, SUITE 102, CROSSVILLE, TN, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
228
2
HNWI
27.4%
86
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of March 20, 2026
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$160M
Total Accounts684
10Y AUM Change+$6M (+4.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.