Hurlow Wealth Management Group, Inc.
● SEC registered since 2016CRD 282587SEC# 801-107700Bloomington, IN
Reg. AUM
$794.4M
Employees
16
Accounts
2,155
Location
Bloomington, IN
Hurlow Wealth Management Group, Inc. assets under management
Hurlow Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Bloomington, IN. The firm has been registered since 2016. It reports $794.4 million in regulatory assets under management and employs 16 people.
Hurlow Wealth Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Charles Hurlow Control | Chief Executive Officer | Over 75% | 2016 |
| Michael John Carson Control | Vice President & Chief Compliance Officer | 25-50% | 2018 |
Frequently asked questions
How much does Hurlow Wealth Management Group, Inc. manage?
Hurlow Wealth Management Group, Inc. reports $794.4 million in regulatory assets under management on its Form ADV.
How many employees does Hurlow Wealth Management Group, Inc. have?
Hurlow Wealth Management Group, Inc. reports 16 employees.
Where is Hurlow Wealth Management Group, Inc. located?
Hurlow Wealth Management Group, Inc. is based in Bloomington, IN and has been SEC-registered since 2016.
Does Hurlow Wealth Management Group, Inc. disclose fund performance?
Hurlow Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3925 Hagan St., Suite 300, Bloomington, IN 47401 |
| Phone | (812) 333-4726 |
| Fax | (812) 333-8126 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1747749 |
| Discloses disciplinary history | No |
Regulatory AUM
$794.4M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$794.4Mregulatory AUM
Discretionary $690.8MNon-discretionary $103.5M