Hedge Fund Database

HURLOW WEALTH MANAGEMENT GROUP, INC.

Adviser information for HURLOW WEALTH MANAGEMENT GROUP, INC. last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Indiana, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,695 $478.4M
Non-Discretionary 34 $81.5M
Total 1,729 $559.9M

Clients

Type Number RAUM
Individuals 251 $65.9M
HNW Individuals 149 $405.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 35 $79.9M
Charitable organizations 7 $4.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 11 $4.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 24
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-107700
SEC ERA File Number 801-107700
SEC CIK Numbers 1747749
SEC CRD Numbers 282587
Legal Entity Identifier None

Principal Office

3925 HAGAN ST.
SUITE 300
BLOOMINGTON
IN
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: (812) 333-4726, Fax: (812) 333-8126

Websites

www.linkedin.com/in/gordon-nesbit-5494b4112/ www.linkedin.com/in/johnhurlow/ twitter.com/johnhurlow twitter.com/hurlowwealth www.linkedin.com/in/grimmerderek/ www.linkedin.com/in/joseph-manley/ www.hurlowwealth.com www.facebook.com/hurlow-wealth-management-group-inc-1722607081313721/ www.linkedin.com/company/hurlowwealth/ www.linkedin.com/in/michael-carson-cfp%c2%ae-cima%c2%ae-crps%c2%ae-86849815/ www.linkedin.com/in/tclairecap/ www.linkedin.com/in/eldonmccabe/ www.linkedin.com/in/dawnettacooper/

Chief Compliance Officer

MICHAEL CARSON
VICE PRESIDENT
3925 HAGAN ST.
SUITE 300
BLOOMINGTON
IN
United States
Tel: (812) 333-4726
Fax: (812) 333-8126
(Full email address available in API data)

Regulatory Contact

JOHN HURLOW
CHIEF EXECUTIVE OFFICER
3925 HAGAN ST.
SUITE 300
BLOOMINGTON
IN
United States
Tel: (812) 333-4726
Fax: (812) 333-8126
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HURLOW, JOHN, CHARLES Individual – CHIEF EXECUTIVE OFFICER 05/2016 > 75%
CARSON, MICHAEL, JOHN Individual – VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 01/2018 25-50%

No. Employees, Historic

2010020192020202120222023202420257 on 5/8/20198 on 3/9/20208 on 5/22/20208 on 5/29/20208 on 5/29/20208 on 6/23/20208 on 7/10/202010 on 2/22/202110 on 6/14/202110 on 9/15/202110 on 3/21/202210 on 6/9/202210 on 7/8/202211 on 2/13/202311 on 6/12/202312 on 1/26/2024

RAUM, Historic

600M300M02019202020212022202320242025268868199 on 5/8/2019343326239 on 3/9/2020343326239 on 5/22/2020343326239 on 5/29/2020343326239 on 5/29/2020343326239 on 6/23/2020343326239 on 7/10/2020390049680 on 2/22/2021390049680 on 6/14/2021390049680 on 9/15/2021481360735 on 3/21/2022481360735 on 6/9/2022481360735 on 7/8/2022454936511 on 2/13/2023454936511 on 6/12/2023559861264 on 1/26/2024

No. Clients, Historic

50025002019202020212022202320242025463 on 5/8/2019367 on 3/9/2020367 on 5/22/2020367 on 5/29/2020367 on 5/29/2020367 on 6/23/2020367 on 7/10/2020344 on 2/22/2021344 on 6/14/2021344 on 9/15/2021384 on 3/21/2022384 on 6/9/2022384 on 7/8/2022418 on 2/13/2023418 on 6/12/2023453 on 1/26/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 417K 4K –
ABBVIE INC COM 940K 5K –
AFLAC INC COM 533K 6K –
AIR PRODS & CHEMS INC COM 395K 2K –
ALPHABET INC CAP STK CL A 402K 2K –
ALPHABET INC CAP STK CL C 617K 3K –
AMAZON COM INC COM 734K 4K –
AMERICAN CENTY ETF TR US SML CP VALU 200K 2K –
ANALOG DEVICES INC COM 590K 3K –
APPLE INC COM 4M 20K –
AUTOMATIC DATA PROCESSING IN COM 568K 2K –
BECTON DICKINSON & CO COM 288K 1K –
BERKSHIRE HATHAWAY INC DEL CL A 2M 3 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
BLACKROCK INC COM 360K 457 –
BP PLC SPONSORED ADR 226K 6K –
CATERPILLAR INC COM 249K 747 –
CINCINNATI FINL CORP COM 1M 10K –
CISCO SYS INC COM 270K 6K –
CLOROX CO DEL COM 235K 2K –
COLGATE PALMOLIVE CO COM 311K 3K –
CONOCOPHILLIPS COM 317K 3K –
CONSOLIDATED EDISON INC COM 359K 4K –
COSTCO WHSL CORP NEW COM 241K 283 –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 988K 37K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 7M 235K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 4M 155K –
DIMENSIONAL ETF TRUST US EQUITY ETF 27M 457K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 15M 249K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 7M 286K –
DISNEY WALT CO COM 217K 2K –
DUKE ENERGY CORP NEW COM NEW 290K 3K –
ELEVANCE HEALTH INC COM 666K 1K –
ELI LILLY & CO COM 6M 6K –
EMERSON ELEC CO COM 652K 6K –
EVERSOURCE ENERGY COM 222K 4K –
EXXON MOBIL CORP COM 456K 4K –
FACTSET RESH SYS INC COM 416K 1K –
FIDELITY COVINGTON TRUST QLTY FCTOR ETF 214K 3K –
GE AEROSPACE COM NEW 332K 2K –
GENERAL DYNAMICS CORP COM 421K 1K –
GRAINGER W W INC COM 496K 550 –
HOME DEPOT INC COM 726K 2K –
ILLINOIS TOOL WKS INC COM 436K 2K –
INVESCO QQQ TR UNIT SER 1 1M 2K –
ISHARES TR ESG AWARE MSCI 516K 13K –
ISHARES TR IBOXX HI YD ETF 3M 40K –
ISHARES TR MSCI INTL QUALTY 226K 6K –
ISHARES TR NATIONAL MUN ETF 1M 12K –
ISHARES TR RUS 1000 ETF 597K 2K –
ISHARES TR SELECT DIVID ETF 596K 5K –
JOHNSON & JOHNSON COM 2M 11K –
JOHNSON CTLS INTL PLC SHS 539K 8K –
JPMORGAN CHASE & CO. COM 1M 5K –
L3HARRIS TECHNOLOGIES INC COM 433K 2K –
LINDE PLC SHS 605K 1K –
LOWES COS INC COM 858K 4K –
MCDONALDS CORP COM 710K 3K –
MEDTRONIC PLC SHS 266K 3K –
MERCK & CO INC COM 578K 5K –
META PLATFORMS INC CL A 252K 499 –
MICROSOFT CORP COM 12M 26K –
MORGAN STANLEY COM NEW 256K 3K –
NEXTERA ENERGY INC COM 499K 7K –
NORFOLK SOUTHN CORP COM 459K 2K –
NOVARTIS AG SPONSORED ADR 316K 3K –
NVIDIA CORPORATION COM 323K 3K –
OLD NATL BANCORP IND COM 232K 14K –
ORACLE CORP COM 576K 4K –
PAYCHEX INC COM 529K 4K –
PEPSICO INC COM 590K 4K –
PFIZER INC COM 225K 8K –
PHILIP MORRIS INTL INC COM 279K 3K –
PHILLIPS 66 COM 330K 2K –
PROCTER AND GAMBLE CO COM 1M 8K –
RTX CORPORATION COM 243K 2K –
SCHWAB STRATEGIC TR INTL EQTY ETF 405K 11K –
SCHWAB STRATEGIC TR US LRG CAP ETF 2M 27K –
SCHWAB STRATEGIC TR US SML CAP ETF 2M 33K –
SELECT SECTOR SPDR TR SBI CONS DISCR 226K 1K –
SELECT SECTOR SPDR TR TECHNOLOGY 276K 1K –
SHERWIN WILLIAMS CO COM 201K 673 –
SPDR S&P 500 ETF TR TR UNIT 648K 1K –
SPDR SER TR NUVEEN BLMBRG SH 1M 31K –
STRYKER CORPORATION COM 524K 2K –
SYSCO CORP COM 347K 5K –
TARGET CORP COM 451K 3K –
TJX COS INC NEW COM 418K 4K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 292K 875 –
VANGUARD BD INDEX FDS INTERMED TERM 4M 51K –
VANGUARD INDEX FDS GROWTH ETF 13M 34K –
VANGUARD INDEX FDS LARGE CAP ETF 33M 133K –
VANGUARD INDEX FDS MID CAP ETF 2M 7K –
VANGUARD INDEX FDS REAL ESTATE ETF 12M 143K –
VANGUARD INDEX FDS S&P 500 ETF SHS 547K 1K –
VANGUARD INDEX FDS SMALL CP ETF 17M 80K –
VANGUARD INDEX FDS SML CP GRW ETF 241K 962 –
VANGUARD INDEX FDS TOTAL STK MKT 5M 20K –
VANGUARD INDEX FDS VALUE ETF 3M 17K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 9M 198K –
VANGUARD MALVERN FDS STRM INFPROIDX 3M 61K –
VANGUARD MUN BD FDS TAX EXEMPT BD 6M 123K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 8M 102K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 442K 8K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 6M 80K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 7M 37K –
VANGUARD STAR FDS VG TL INTL STK F 283K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 19M 393K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 8M 120K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 437K 4K –
VERIZON COMMUNICATIONS INC COM 241K 6K –
VISA INC COM CL A 259K 985 –
WALMART INC COM 1M 21K –
WASTE MGMT INC DEL COM 272K 1K –
WEC ENERGY GROUP INC COM 219K 3K –
WELLS FARGO CO NEW COM 239K 4K –