HURLOW WEALTH MANAGEMENT GROUP, INC.
Latest filing: Feb 19, 2025 (147 days ago)
AUM
$658,110,847
18% change vs. 1 year ago
37% change vs. 3 years ago
92% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
14
17% change vs. 1 year ago
40% change vs. 3 years ago
75% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BLOOMINGTON, IN
3925 HAGAN ST., BLOOMINGTON, IN, UNITED STATES, 47401
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.1 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 268 | $0.1 |
| Average Individual AUM | $268,496 | |
| HNW | 172 | $0.5 |
| Average HNW AUM | $2,808,006 | |
| Retail Total | 440 | $0.6 |
| Average Retail AUM | $1,261,214 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 46% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 51% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 103% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH MANLEY | BLOOMINGTON | IN | S65|2016-11-10 | CERTIFIED FINANCIAL PLANNER | |||||
| DAWNETTA COOPER | BLOOMINGTON | IN | S66|2021-10-01 | ||||||
| DEREK GRIMMER | BLOOMINGTON | IN | S65|2019-08-23 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL CARSON | BLOOMINGTON | IN | S66|2009-07-28 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN HURLOW | BLOOMINGTON | IN | S63|1998-08-13|S65|1998-09-04 | ||||||
| GORDON NESBIT | BLOOMINGTON | IN | S65|2017-07-12 | CERTIFIED FINANCIAL PLANNER | |||||
| ELDON MCCABE | BLOOMINGTON | IN | S65|2023-07-21 | ||||||
| THERESA CLAIRE KEST | BLOOMINGTON | IN | S65|2018-08-05 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $0.6 | $0.1 | 18% | 12 | 2 | 17% |
| 2023-04-04 | $0.5 | $0.2 | 45% | 11 | 3 | 27% |
| 2022-04-01 | $0.5 | $0.2 | 37% | 10 | 4 | 40% |
| 2021-04-05 | $0.4 | $0.3 | 69% | 10 | 4 | 40% |
| 2020-04-01 | $0.3 | $0.3 | 92% | 8 | 6 | 75% |
| 2019-04-01 | $0.3 | $0.4 | 145% | 7 | 7 | 100% |
| 2018-04-02 | $0.3 | $0.4 | 149% | 7 | 7 | 100% |
| 2017-04-01 | $0.2 | $0.4 | 206% | 5 | 9 | 180% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IN, AZ-03/05/2019, CA-02/12/2018, FL-06/14/2021, IN-05/02/2016, MI-03/21/2022, NY-07/08/2022, PA-07/19/2018, TX-05/02/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV