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Alexandros Peter Kapsalis

Investment Adviser Representative at Hurlow Wealth Management Group, Inc.

Bloomington, INCRD #6536237Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alexandros Peter Kapsalis is an investment adviser representative with Hurlow Wealth Management Group, Inc. in Bloomington, IN, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.

Office

3925 Hagan St., Suite 300
Bloomington, IN 47401

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/11/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 9/3/2015
SIE
Securities Industry Essentials Examination
Passed 11/23/2015
Series 7
General Securities Representative Examination
Passed 8/21/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hurlow Wealth Management Group, Inc.Current
9/11/2025 – Bloomington, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 40|86 Advisors
    Nov 2015 – Aug 2020Carmel, IN
  2. Salesforce
    Aug 2020 – Jun 2025Indianapolis, IN
  3. Hurlow Wealth Management Group, Inc.
    Jun 2025 – no end date reportedBloomington, IN
  4. F45 Training Indianapolis Downtown
    Jun 2020 – no end date reportedIndianapolis, IN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Hurlow Wealth Management Group, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • Next $4,000,0000.80%
  • Next $5,000,0000.60%
  • Next $10,000,0000.40%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, financial planning and wealth management, life coaching, legacy and continuity planning, asset allocation, rebalancing, tax mitigation, tax-loss harvesting, capital gains mitigation, asset location, company retirement plans, rollovers and transfers, and college fund guidance.

Investment ManagementEstate PlanningInsuranceWealth ManagementCash Flow PlanningRisk Management
Firm areas of expertise
Investment ManagementFinancial PlanningWealth ManagementRetirement PlanningFiduciaryTax MitigationTax-loss HarvestingLegacy PlanningLife CoachingAsset AllocationEstate Planning+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
2
Main office:
Bloomington, IN
Founded:
2002
SEC file number:
801-107700

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at Hurlow Wealth Management Group, Inc.

10 other advisors in the directory

View Hurlow Wealth Management Group, Inc. firm profile

Similar advisors in Bloomington, IN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexandros Peter Kapsalis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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