Bank / Wealth / TrustRIA · CRD 282587SEC-Registered

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Hurlow Wealth Management

Hurlow Wealth Management is an SEC-registered investment adviser in Bloomington, IN, registered since 2016. The firm manages $794 million in assets, with $691...

Hurlow Wealth Management logo

Hurlow Wealth Management

Hurlow Wealth Management is an SEC-registered investment adviser in Bloomington, IN, registered since 2016. The firm manages $794 million in assets, with $691 million on a discretionary basis. It has 16 employees and 10 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bloomington

Corporate office

Bloomington, IN, United States

Frequently asked questions

Who runs investment decisions at Hurlow Wealth Management?

The firm does not publicly name a chief investment officer or investment committee. Decision-making likely rests with the firm's principals, whose identities are not disclosed on the corporate website or in regulatory summaries. This opacity is common among smaller independent advisory practices.

Does Hurlow Wealth Management participate in fund commitments or only direct portfolios?

There is no public evidence that Hurlow participates in private fund commitments. Its service description suggests a focus on direct portfolio construction using publicly traded securities and mutual funds, consistent with traditional wealth advisory.

Which client segments does Hurlow Wealth Management serve?

Hurlow's Bloomington location implies a client base that includes university faculty, staff, and local business owners. The firm's website lists wealth management, financial planning, and retirement services without specifying minimum asset thresholds or institutional capability.

Is Hurlow Wealth Management affiliated with a larger bank or financial institution?

No affiliation with a bank holding company or national brokerage is evident from public records. The firm appears to operate as an independent advisory practice.

What is Hurlow Wealth Management's known posture on alternative investments?

Altss could not identify any public commitment to private equity, venture capital, or hedge fund investments. The firm's stated services are traditional: investment management, financial planning, and retirement income strategies, implying a focus on liquid public markets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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