Hobert M. Witt

WITT FINANCIAL GROUP

Crossville, TN 38555

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CRD#: 4533105

Professional summary

Hobert Marcus Witt, who also goes by Mark Hobert Witt, is a registered financial advisor currently at WITT FINANCIAL GROUP, LLC located in Crossville, Tennessee.

Hobert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Hobert has worked at 7 firms and has passed the Series 63, Series 62, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Hobert Witt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)WITT FINANCIAL GROUP, LLC; OWNER; START 1/27/2003; INSURANCE AND INVESTMENTS; 40-50 HRS/MO; 160-200HRS/MO/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hobert Marcus Witt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 18, 2011 - Present

WITT FINANCIAL GROUP, LLC

Office #1: 91 Hwy 70 East Suite 102, Crossville, TN 38555

RIA

CRD#: 156462

Crossville, TN

Past

February 25, 2016 - November 16, 2017

SGL FINANCIAL, LLC

RIA

CRD#: 158023

Crossville, TN

Past

December 12, 2008 - December 31, 2010

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

CROSSVILLE, TN

Past

December 11, 2008 - December 31, 2010

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CROSSVILLE, TN

Past

October 21, 2005 - December 12, 2008

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

CROSSVILLE, TN

Past

October 20, 2005 - December 12, 2008

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

CROSSVILLE, TN

Past

March 3, 2005 - October 20, 2005

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Past

February 23, 2004 - October 20, 2005

JESUP & LAMONT ADVISORS

RIA

CRD#: 108006

CROSSVILLE, TN

Past

November 20, 2003 - August 9, 2004

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Past

May 27, 2002 - November 20, 2003

FREEDOM FINANCIAL, INC.

CRD#: 45850

OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/1/2021)

IAR

Tennessee
(4/18/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/9/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 6/24/2005

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 2/19/2004

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WITT FINANCIAL GROUP, LLC

JMW CAPITAL PARTNERS, LLC | WITT FINANCIAL GROUP, LLC

CRD#: 156462 / SEC#: 801-134720

Florida

Registered Investment Advisory firm - (9/1/2021 Approved)

Tennessee

Registered Investment Advisory firm - (4/13/2011 Approved)

Texas

Registered Investment Advisory firm - (4/1/2025 Conditional Restricted)

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Contact information

Main Address

91 Hwy 70 East Suite 102, Crossville, TN 38555

Mailing Address

Phone number

(931) 484-4911

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WFG ADV PART 2A DISCLOSURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 154,045,073

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Hobert M. Witt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hobert Marcus Witt's CRS (Customer Relationship Summary).

Certified licenses

Experience

SGL FINANCIAL, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

EMPIRE FINANCIAL GROUP, INC.

JESUP & LAMONT ADVISORS

EMPIRE FINANCIAL GROUP, INC.

FREEDOM FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/2002

Series 62

Date: 6/24/2005

Series 22

Date: 2/19/2004

Series 6

Date: 5/24/2002

Current Firm

WITT FINANCIAL GROUP, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WITT FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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