Data / Investment advisers / Indiana / Monon Wealth Management
Monon Wealth Management, Indianapolis, IN: $547 million AUM, SEC registered investment adviser
Monon Wealth Management is an SEC registered investment adviser with its main office in Indianapolis, Indiana and reports $547 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 289413
- SEC file number
- 801-114130
- SEC status
- Approved, effective October 17, 2018
- Legal name
- Hutchens & Kramer Investment Management Group, LLC
- Main office
- 8888 Keystone Crossing Suite 830, Indianapolis, IN 46240
- Phone
- (317) 993-3999
- Website
- music.amazon.com
- Regulatory AUM
- $546,819,721 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $509,909,688
- Non discretionary AUM
- $36,910,033
- Accounts
- 1,740
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $391 million |
| Individuals (other than high net worth individuals) | 375 | $109.2 million |
| Corporations or other businesses | 5 | $26.6 million |
| Pension and profit sharing plans | 8 | $20.1 million |
| Charitable organizations | Fewer than 5 | $4 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $546.8 million | March 31, 2026 |
| December 1, 2025 | $452.2 million | October 6, 2025 |
Other advisers in Indianapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Centerfield Capital Partners | Indianapolis | $1.08 billion | 8 | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | $776 million | Not listed | adviserinfo.sec.gov |
| Quantum Financial Services Inc. | Indianapolis | $730.9 million | Not listed | adviserinfo.sec.gov |
| Northwest Financial Services Inc | Indianapolis | $634.9 million | Not listed | adviserinfo.sec.gov |
| Meridian Investment Advisors, Inc. | Indianapolis | $628 million | Not listed | adviserinfo.sec.gov |
| Elevated Financial Group | Indianapolis | $532 million | Not listed | adviserinfo.sec.gov |
| Reify Wealth Advisors, Inc. | Indianapolis | $524.4 million | Not listed | adviserinfo.sec.gov |
| The Wellington GRP LLC | Indianapolis | $473.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indianapolis, IN
- Investment advisers in Indiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Monon Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.