CRD: 282587
Hurlow Wealth Management Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-02-2016
- Office Locations
- 1
Office Locations
About Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group is a Bloomington, IN wealth manager providing fiduciary financial planning and ongoing portfolio management for professionals, business owners, and multi-generational families, including retirees. Its Coordinated Financial Overview (CFO) Process is built around proactive planning, education, and regular what-if reviews. Portfolios commonly use diversified ETF and mutual-fund building blocks, supported by the “CFO Center” client portal for tracking goals, net worth, and accounts; Schwab is a primary custodian.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHARLES HURLOW
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2882302
- Ownership
- 75% or more
MICHAEL JOHN CARSON
Chief Compliance Officer, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5543715
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DAWNETTA RAE COOPER
Financial Advisor
- CRD
- #6806449
Derek Curtis Grimmer
Financial Advisor
- CRD
- #7154422
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $690,815,422 | $326,936 |
| Non-Discretionary | $103,546,264 | $2,465,387 |
| Total | $794,361,686 | $368,613 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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