# Fitts Financial

> Fitts Financial is a state-registered investment advisory firm in Southborough, MA, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.

- CRD: 311349
- Filed as: FITTS FINANCIAL
- Legal name: Fitts Insurance Agency, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southborough, MA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311349
- AdvisorCensus page: https://advisorcensus.com/firm/fitts-financial-southborough-ma-311349

## Quick answers

**How is Fitts Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Fitts Financial reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fitts Financial located?**
Fitts Financial's principal office is in Southborough, MA, according to its Form ADV.

**Is Fitts Financial registered with the SEC or a state?**
Fitts Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311349.

**Does Fitts Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311349

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fittsinsurance.com](https://fittsinsurance.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fitts Financial (CRD 311349): Form ADV filing data as of October 2026.