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 that has been SEC-registered since 2016. The firm serves both individuals and families as well as institutional clients, and it operates as a capital allocator that deploys third-party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible, spanning percentage-of-AUM billing, hourly fees, and fixed-fee engagements. 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 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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