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 registered investment adviser organized as a corporation and SEC-registered since 2016. The firm operates as a capital allocator for both individual and family clients as well as institutional relationships. Its fee mix includes asset-based fees alongside hourly and fixed-fee engagements. Core advisory services listed include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting-type work, and selection of outside advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Derek Grimmer
Lead Financial AdvisorCRD 7154422
Theresa Kest
Lead Financial AdvisorCRD 6217999
Gordon Nesbit
Director of Financial PlanningCRD 6828541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$900M in ETFs
61%
$545M
38%
$355M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $66.8M | 194,273 | 7.42% |
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
Similar firms
Cfci
RIABloomington, IN
Mosaic Wealth Management LLC
RIABloomington, IN
Wellington Investment Advisors
RIABloomington, IN
Laughlin Financial LLC
RIABloomington, IN
Above & Beyond Investments, LLC
RIABloomington, IN
Market Street Wealth Management Advisors, LLC
RIACarmel, IN