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HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD 282587 · SEC 801-107700
3925 HAGAN ST., SUITE 300, BLOOMINGTON, IN, 47401, United States
Phone
(812) 333-4726
Fax
(812) 333-8126
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$794.4M
Discretionary AUM
$690.8M
Team
16 total employees; 10 advisory reps; 30 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 254 | $65.5M |
| High net worth individuals | 223 | $612.6M |
| Pension/profit sharing plans | 41 | $104.4M |
| Charitable organizations | 7 | $7.0M |
| Corporations/business entities | 13 | $4.8M |
States served
AZ, CA, IN, MI, NY, PA, TX, FL
All web addresses on file
- HTTP://WWW.HURLOWWEALTH.COM
- https://www.linkedin.com/in/eldonmccabe/
- https://www.linkedin.com/in/dawnettacooper/
- https://www.facebook.com/Hurlow-Wealth-Management-Group-Inc-1722607081313721/
- https://www.linkedin.com/company/hurlowwealth/
- https://www.linkedin.com/in/michael-carson-cfp%C2%AE-cima%C2%AE-crps%C2%AE-86849815/
- https://www.linkedin.com/in/tclairekest/
- https://www.linkedin.com/in/gordon-nesbit-5494b4112/
- https://www.linkedin.com/in/johnhurlow/
- https://twitter.com/JohnHurlow
- https://twitter.com/HurlowWealth
- https://www.linkedin.com/in/grimmerderek/
- https://www.linkedin.com/in/angie-thilman-8b7b2425/
- https://www.linkedin.com/in/stacey-isom-554bb77b/
- https://www.linkedin.com/in/bradenyu/
- https://www.linkedin.com/in/alex-kapsalis-3a4a0364/
- https://www.linkedin.com/in/henry--rowe/
Official SEC filing: View on IAPD