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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-18-2011
- Office Locations
- 1
Office Locations
About Witt Financial Group, LLC
Witt Financial Group is a Tennessee-based RIA focused on helping pre‑retirees and retirees build a plan for income and confidence in retirement through its “Retirement Roadmap” process. The firm provides comprehensive financial planning and investment management, including tax, estate/legacy, and insurance planning, and appears to implement portfolios primarily with ETFs. Partners Mark and Jordan Witt host the weekly Smart Money Radio show and co-authored “Bogey-Free Retirement.”
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HOBERT MARCUS WITT
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #4533105
- Ownership
- 75% or more
JORDAN MARCUS WITT
Investment Advisor Representative
- CRD
- #6124645
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Jackson B Eldridge
Financial Advisor
- CRD
- #7924041
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,466,246 | $234,600 |
| Non-Discretionary | $0 | -- |
| Total | $160,466,246 | $234,600 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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