Hurlow Wealth Management Group, Inc.
Firm details
- Headquarters
- Bloomington, Indiana
- CRD number
- 282587
- Registered since
- May 2, 2016
- Website
- hurlowwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.12%
- Pension & Profit Sharing Plans13.14%
- Individuals8.25%
- Charitable Organizations0.89%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hurlow Wealth Management Group, Inc. is an independent, SEC-registered Registered Investment Adviser operating as a corporation and owned by an individual. The firm has been registered since 2016 and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation is provided through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Michael Carson
Chief Operating Officer, Senior Financial AdvisorCRD 5543715
John Hurlow
Chief Executive OfficerCRD 2882302
Contacts
3 of 9
Dawnetta Cooper
Financial AdvisorCRD 6806449
Gordon Nesbit
Director of Financial PlanningCRD 6828541
Alexandros Kapsalis
Financial AdvisorCRD 6536237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$450M in ETFs
61%
$273M
38%
$177M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $66.8M | 194,273 | 14.85% |
Location
Bloomington, IN
Monroe
Location
Bloomington, IN
Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.
- Metro area
- Bloomington-Bedford, IN
- Region
- Midwest
- County
- Monroe
- Address
- 3925 E Hagan St
- Time zone
- ET (UTC-5)
- Office locations
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