Hurlow Wealth Management Group, Inc.
- Regulatory AUM
- $794M
- Discretionary
- $691M
- Clients
- 538
- Avg AUM / client
- $1.5M
- Accounts
- 2,155
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Investments (13F portfolio — 120 positions, $420,086,205)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Large Cap Etf | ETF | $56,654,130 | 189,574 | 13.5% | 7.13% |
| 2 | Dimensional U.S. Equity Market Etf | ETF | $46,687,008 | 658,393 | 11.1% | 5.88% |
| 3 | Dimensional U.S. Small Cap Etf | ETF | $34,156,160 | 480,193 | 8.13% | 4.3% |
| 4 | Vanguard Ftse Developed Markets Etf | ETF | $28,002,152 | 436,987 | 6.67% | 3.53% |
| 5 | Dimensional International Core Equity 2 Etf | ETF | $27,589,165 | 776,503 | 6.57% | 3.47% |
| 6 | Vanguard Small Cap Etf | ETF | $22,924,827 | 87,526 | 5.46% | 2.89% |
| 7 | Vanguard Emerging Markets Government Bond Etf | ETF | $11,965,709 | 182,154 | 2.85% | 1.51% |
| 8 | Vanguard Real Estate Etf | ETF | $11,762,662 | 132,612 | 2.8% | 1.48% |
| 9 | Vanguard Ftse Emerging Markets Etf | ETF | $11,566,735 | 214,001 | 2.75% | 1.46% |
| 10 | Dimensional Emerging Markets Core Equity 2 Etf | ETF | $11,220,056 | 324,748 | 2.67% | 1.41% |
| 11 | Vanguard Growth Etf | ETF | $10,897,911 | 24,950 | 2.59% | 1.37% |
| 12 | Vanguard Intermediate Term Corporate Bond Etf | ETF | $10,459,931 | 126,404 | 2.49% | 1.32% |
| 13 | Dimensional World Ex U.S. Core Equity 2 Etf | ETF | $10,324,271 | 303,923 | 2.46% | 1.3% |
| 14 | Vanguard Intermediate Term Bond Etf | ETF | $10,013,084 | 129,737 | 2.38% | 1.26% |
| 15 | Vanguard Short Term Corporate Bond Etf | ETF | $9,986,768 | 125,984 | 2.38% | 1.26% |
| 16 | Vanguard Tax Exempt Bond Etf | ETF | $7,664,767 | 153,633 | 1.82% | 0.96% |
| 17 | Dimensional International Core Equity Market Etf | ETF | $7,035,133 | 180,573 | 1.67% | 0.89% |
| 18 | Vanguard Total Stock Market Etf | ETF | $5,677,514 | 17,697 | 1.35% | 0.71% |
| 19 | Vanguard Dividend Appreciation Etf | ETF | $5,479,361 | 25,478 | 1.3% | 0.69% |
| 20 | State Street Spdr Portfolio High Yield Bond Etf | ETF | $5,361,781 | 229,922 | 1.28% | 0.67% |
| 21 | Vanguard Short Term Inflation Protected Securities Etf | ETF | $4,493,731 | 89,965 | 1.07% | 0.57% |
| 22 | Apple Inc Com | Stock | $4,303,079 | 16,955 | 1.02% | 0.54% |
| 23 | Dimensional Us Real Estate Etf | ETF | $3,877,117 | 163,937 | 0.92% | 0.49% |
| 24 | Berkshire Hathaway Inc Del Cl B New | Stock | $3,497,202 | 7,298 | 0.83% | 0.44% |
| 25 | Schwab U.S. Large Cap Etf | ETF | $3,402,862 | 132,717 | 0.81% | 0.43% |
Top 25 of 120 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 254 | $65.5M | 8.25% |
| High net worth individuals | 223 | $613M | 77.1% |
| Pension and profit sharing plans | 41 | $104M | 13.1% |
| Charitable organizations | 7 | $7.0M | 0.89% |
| Corporations and other businesses | 13 | $4.8M | 0.61% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 Faegre Drinker Biddle & Reath Llp | 2024 | |
| Pinnacle Oil Holdings 401(k) Plan Pinnacle Oil Holdings, Llc | 2024 | |
| Smithville Telephone Company, Inc. 401(k) Savings Plan Smithville Telephone Company, Inc. | 2024 | |
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Hurlow | Chief Executive Officer | May 2016 (10y) | 75% or more | |
| Michael John Carson | Vice President & Chief Compliance Officer | CFP | May 2016 (10y) | 25% – 50% |
| Gordon Scott Nesbit | Registered representative | CFP | Jul 2017 (9y) | |
| Derek Curtis Grimmer | Registered representative | CFP | Aug 2019 (7y) | |
| Theresa Claire Kest | Registered representative | CFP | Mar 2021 (5y) | |
| Dawnetta Rae Cooper | Registered representative | May 2023 (3y) | ||
| Eldon Michael Mc Cabe | Registered representative | CFP | Aug 2023 (3y) | |
| Alexandros Peter Kapsalis | Registered representative | Sep 2025 (1y) | ||
| Henry Thomas Rowe | Registered representative | Sep 2025 (1y) | ||
| Braden Michael Yu | Registered representative | Oct 2025 (1y) | ||
| Colton Matthew Riggs | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath Llp | 1,274 | $773M | 01/01/2024 |
| Pinnacle Oil Holdings 401(k) Plan | Pinnacle Oil Holdings, Llc | 156 | $5.5M | 01/01/2024 |
| Smithville Telephone Company, Inc. 401(k) Savings Plan | Smithville Telephone Company, Inc. | 170 | $8.8M | 01/01/2024 |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $650M (82% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗