BLOOMINGTON, INCRD 282587Latest ADV March 18, 2026
Hurlow Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, IN. Its latest Form ADV filing, dated March 18, 2026, reports $794M in regulatory assets under management, 16 employees, 1 office, and 2,155 accounts.
Assets Under Management
$794M
Employees
16
Offices
1 office
Total Clients
538
Primary office
BLOOMINGTON, IN
3925 HAGAN ST., SUITE 300, BLOOMINGTON, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.2% of total clients.
Top client categories% of clientsClients
1
Individuals
47.2%
254
2
HNWI
41.4%
223
3
Pension Plans
7.6%
41
4
Corporations
2.4%
13
5
Charitable
1.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of March 18, 2026
Discretionary87.0%
$691M
87% of total RAUM87.0%
Non-discretionary13.0%
$104M
13% of total RAUM13.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$794M
Total Accounts2,155
10Y AUM Change+$579M (+269.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee34:1
10Y Employee Change+11 (+220.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.