SourcingSourcing

HURLOW WEALTH MANAGEMENT GROUP, INC.

C36
CRD 282587·SEC 801-107700·BLOOMINGTON, IN
AUM
$794.4M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD
282587
SEC file #
801-107700
EIN
364510648
DBA names
—

Economics

AUM
$794.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$268.9M → $794.4M▲ +195%
Client mix
Individuals Other254
Individuals High Net Worth223
Pension Profit Sharing Plans41
Corporations13
Charitable Organizations7

Operations

Employees (total)
16
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
4 advisors → 10 advisors▲ +150%
Primary office
BLOOMINGTON IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
hurlowwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HURLOW, JOHN, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HURLOW, JOHN, CHARLES
CARSON, MICHAEL, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HURLOWWEALTH.COM
Rdap Domain Creation Date
2015-11-23T01:03:03Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
73,231
Form 5500 Compensation Trajectory 3y
202573,231
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
73,231
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001747749
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-01
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001747749-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3925 HAGAN STREETSUITE 300BLOOMINGTON, IN 47401
Business
3925 HAGAN STREETSUITE 300BLOOMINGTON, IN 47401
Edgar EIN
364510648
Edgar Recent Filings
13F-HR2026-04-22 · 0001747749-26-000005
13F-HR2026-02-17 · 0001747749-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-23T01:03:03Z
Rdap Domain Last Changed
2025-10-24T04:12:21Z
Rdap Nameservers
Dee.ns.cloudflare.comElliot.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2882302
Trust Company Affiliate
No

People (10)

10
HURLOW, JOHN, CHARLES
IAR · Direct Owner · 87.5%
2882302
CARSON, MICHAEL, JOHN
IAR · Direct Owner · 37.5%
5543715
Gordon Scott Nesbit
IAR
6828541
Henry Thomas Rowe
IAR
7943721
Braden Michael Yu
IAR
8158907
Eldon Michael McCabe
IAR
7046434
Theresa Claire Kest
IAR
6217999
ALEXANDROS PETER KAPSALIS
IAR
6536237
Derek Curtis Grimmer
IAR
7154422
DAWNETTA RAE COOPER
IAR
6806449