RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• J••• C•••••
- Title
- Chief Operating Officer, Senior Financial Advisorreportedhurlowwealth.comfirm site, Sep 15, 2026
- Designations
- CFP, CIMA, CRPSreportedhurlowwealth.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “Junior Achievement of Central Indiana -Board Member, Investment Committee Member”reportedhurlowwealth.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/michael-carson-cfp%C2%AE-cima%C2%AE-crps%C2%AE-8684981reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- hurlowwealth.com/who-we-are/our-team/mike-carsonreportedhurlowwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H••••• W••••• M••••••••• G••••• I••• independent RIA currentsince May 2, 2016 · Bloomington, In
- W•••• F•••• A••••••• wirehouseJul 29, 2009 to May 3, 2016 · Bloomington, In
- W•••• F•••• A••••••• to H••••• W••••• M••••••••• G••••• I•••left May 3, 2016, registered May 2, 2016 (-1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address