Hutchens & Kramer Investment Management Group, LLC
Hutchens & Kramer Investment Management Group, LLC operates under the trade name Monon Wealth Management and is headquartered in Carmel, Indiana. It is a Registered Investment Adviser (RIA) founded before 2022. The firm serves over 1,300 clients, primarily individuals (including high net worth individuals) and pension/profit sharing plans. As of June 2025, it manages approximately $452 million in assets and employs 9 people, with the majority dedicated to investment advisory roles. Monon Wealth Management provides personalized investment advisory and wealth management services to individuals and families.
Investment Strategy
The firm focuses on discretionary investment advisory services, tailoring strategies to the financial goals and risk tolerance of each client, primarily individuals and their families. Its approach involves diversified portfolio management with investments in a mix of equities (including large-cap stocks like Microsoft, Apple, NVIDIA, META, Amazon), ETFs, and other securities designed to achieve long-term capital appreciation and income. Hutchens & Kramer emphasizes fiduciary principles, offering comprehensive financial planning alongside investment management. The portfolio is actively managed with a focus on major U.S. equities, often incorporating sector diversification to mitigate risk and capture growth opportunities.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 9.30% | $20.3M | 562,836 | $30.02 | $35.84 | +$1.3M |
A AVUS | AMERICAN CENTY ETF TR | 6.39% | $13.9M | 137,710 | $94.39 | $100.82 | +$6.9M |
D DCOR | DIMENSIONAL ETF TRUST | 6.26% | $13.7M | 203,353 | $60.74 | $66.85 | +$1.1M |
D DFIC | DIMENSIONAL ETF TRUST | 5.13% | $11.2M | 360,380 | $25.80 | $31.09 | +$1.0M |
P PYLD | PIMCO ETF TR | 4.77% | $10.4M | 393,959 | $26.19 | $26.54 | +$3.7M |