HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD #282587 SEC #801-107700 BLOOMINGTON, IN (812) 333-4726
SEC Registered
Total AUM
$658.1M
Discretionary
$565.8M
Employees
14
Clients
101
Accounts
1,958
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $658.1M | $565.8M | $92.3M | 14 | 30 |
| May 2024 | $559.9M | $478.4M | $81.5M | 12 | 24 |
| Jan 2024 | $559.9M | $478.4M | $81.5M | 12 | 24 |
| Jun 2023 | $454.9M | $385.8M | $69.1M | 11 | 0 |
| Feb 2023 | $454.9M | $385.8M | $69.1M | 11 | 0 |
| Jul 2022 | $481.4M | $410M | $71.4M | 10 | 26 |
| Jun 2022 | $481.4M | $410M | $71.4M | 10 | 26 |
| Mar 2022 | $481.4M | $410M | $71.4M | 10 | 26 |
| Sep 2021 | $390M | $331.5M | $58.6M | 10 | 26 |
| Jun 2021 | $390M | $331.5M | $58.6M | 10 | 26 |
| Feb 2021 | $390M | $331.5M | $58.6M | 10 | 26 |
| Jul 2020 | $343.3M | $285M | $58.3M | 8 | 20 |
| Jun 2020 | $343.3M | $285M | $58.3M | 8 | 20 |
| May 2020 | $343.3M | $285M | $58.3M | 8 | 20 |
| May 2020 | $343.3M | $285M | $58.3M | 8 | 20 |
| May 2020 | $343.3M | $285M | $58.3M | 8 | 20 |
| Mar 2020 | $343.3M | $285M | $58.3M | 8 | 20 |
| May 2019 | $268.9M | $220.4M | $48.5M | 7 | 0 |
| Mar 2019 | $268.9M | $220.4M | $48.5M | 7 | 0 |
| Feb 2019 | $264.3M | $214.1M | $50.3M | 7 | 10 |
| Jan 2019 | $264.3M | $214.1M | $50.3M | 7 | 10 |
| Sep 2018 | $264.3M | $214.1M | $50.3M | 7 | 10 |
| Jul 2018 | $264.3M | $214.1M | $50.3M | 7 | 10 |
| Feb 2018 | $264.3M | $214.1M | $50.3M | 7 | 10 |
| Feb 2017 | $215.3M | $176.3M | $39M | 5 | 294 |
| Aug 2016 | $195.9M | $155.1M | $40.8M | 2 | 0 |
| Aug 2016 | $195.9M | $155.1M | $40.8M | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
| Apr 2016 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$658.1M
Discretionary$565.8M
Non-Disc.$92.3M
Employees14
Clients30
DateMay 2024
Total AUM$559.9M
Discretionary$478.4M
Non-Disc.$81.5M
Employees12
Clients24
DateJan 2024
Total AUM$559.9M
Discretionary$478.4M
Non-Disc.$81.5M
Employees12
Clients24
DateJun 2023
Total AUM$454.9M
Discretionary$385.8M
Non-Disc.$69.1M
Employees11
Clients0
DateFeb 2023
Total AUM$454.9M
Discretionary$385.8M
Non-Disc.$69.1M
Employees11
Clients0
DateJul 2022
Total AUM$481.4M
Discretionary$410M
Non-Disc.$71.4M
Employees10
Clients26
DateJun 2022
Total AUM$481.4M
Discretionary$410M
Non-Disc.$71.4M
Employees10
Clients26
DateMar 2022
Total AUM$481.4M
Discretionary$410M
Non-Disc.$71.4M
Employees10
Clients26
DateSep 2021
Total AUM$390M
Discretionary$331.5M
Non-Disc.$58.6M
Employees10
Clients26
DateJun 2021
Total AUM$390M
Discretionary$331.5M
Non-Disc.$58.6M
Employees10
Clients26
DateFeb 2021
Total AUM$390M
Discretionary$331.5M
Non-Disc.$58.6M
Employees10
Clients26
DateJul 2020
Total AUM$343.3M
Discretionary$285M
Non-Disc.$58.3M
Employees8
Clients20
DateJun 2020
Total AUM$343.3M
Discretionary$285M
Non-Disc.$58.3M
Employees8
Clients20
DateMay 2020
Total AUM$343.3M
Discretionary$285M
Non-Disc.$58.3M
Employees8
Clients20
DateMay 2020
Total AUM$343.3M
Discretionary$285M
Non-Disc.$58.3M
Employees8
Clients20
DateMay 2020
Total AUM$343.3M
Discretionary$285M
Non-Disc.$58.3M
Employees8
Clients20
DateMar 2020
Total AUM$343.3M
Discretionary$285M
Non-Disc.$58.3M
Employees8
Clients20
DateMay 2019
Total AUM$268.9M
Discretionary$220.4M
Non-Disc.$48.5M
Employees7
Clients0
DateMar 2019
Total AUM$268.9M
Discretionary$220.4M
Non-Disc.$48.5M
Employees7
Clients0
DateFeb 2019
Total AUM$264.3M
Discretionary$214.1M
Non-Disc.$50.3M
Employees7
Clients10
DateJan 2019
Total AUM$264.3M
Discretionary$214.1M
Non-Disc.$50.3M
Employees7
Clients10
DateSep 2018
Total AUM$264.3M
Discretionary$214.1M
Non-Disc.$50.3M
Employees7
Clients10
DateJul 2018
Total AUM$264.3M
Discretionary$214.1M
Non-Disc.$50.3M
Employees7
Clients10
DateFeb 2018
Total AUM$264.3M
Discretionary$214.1M
Non-Disc.$50.3M
Employees7
Clients10
DateFeb 2017
Total AUM$215.3M
Discretionary$176.3M
Non-Disc.$39M
Employees5
Clients294
DateAug 2016
Total AUM$195.9M
Discretionary$155.1M
Non-Disc.$40.8M
Employees2
Clients0
DateAug 2016
Total AUM$195.9M
Discretionary$155.1M
Non-Disc.$40.8M
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0