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| Hurlow Wealth Management Group Inc
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|---|---|
| CRD # | 282587 |
| SEC # | 801-107700 |
| CIK # | 0001747749 |
| AUM | 794.4 M (2026-03-18) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 812-333-4726 |
| Address | 3925 Hagan St Bloomington, IN 47401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001747749 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Lilly Eli & Co | 3.1 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Johnson & Johnson | 1.9 | ||
| Cincinnati Financial Corp | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 65.5 |
| (b) Individuals (high net worth individuals) | 223 | 612.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 104.4 |
| (h) Charitable organizations | 7 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,155 | 794.4 |
| By Discretionary | ||
| Discretionary | 2,113 | 690.8 |
| Non-Discretionary | 42 | 103.5 |
| Total | 2,155 | 794.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 792.3 | |
| Total | 2,155 | 794.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001747749] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 30 |
| Serves | Institutional, Retail |
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|---|---|---|
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793.5 M | |
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