{
  "crd_number": 289413,
  "slug": "monon-wealth-management-indianapolis-in-289413",
  "primary_business_name": "MONON WEALTH MANAGEMENT",
  "legal_name": "HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC",
  "dbas": [
    "LEGACY INVESTMENT ADVISORS",
    "MONON WEALTH MANAGEMENT"
  ],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-10-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 546819721.0,
  "raum_discretionary": 509909688.0,
  "raum_non_discretionary": 36910033.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 109168919.0,
      "count": 375
    },
    "pension_profit_sharing": {
      "raum": 20095918.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 391000374.0,
      "count": 130
    },
    "corporations_other_businesses": {
      "raum": 26554506.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "IN",
    "LA",
    "MI",
    "NE",
    "OH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/mononwealth",
    "https://instagram.com/mononwealth",
    "https://linkedin.com/company/monon-wealth-management",
    "https://mononwealth.com",
    "https://music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management",
    "https://open.spotify.com/show/2UKITK3aeSNGBHvWTgT77f?dlsi=08f73b344357411b&nd=1&si=-t_F28EORMO0332zhmtNFw",
    "https://youtube.com/@mononwealthmanagement3475"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289413",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413",
  "display_name": "Monon Wealth Management",
  "summary": "Monon Wealth Management is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Monon Wealth Management (CRD 289413): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Monon Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Monon Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Monon Wealth Management located?",
      "a": "Monon Wealth Management's principal office is in Indianapolis, IN, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Monon Wealth Management registered with the SEC or a state?",
      "a": "Monon Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289413."
    },
    {
      "q": "How much does Monon Wealth Management manage?",
      "a": "Monon Wealth Management reports $546,819,721 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (93% discretionary)."
    },
    {
      "q": "How have Monon Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Monon Wealth Management: Regulatory assets under management: $251,000,000 in the October 2021 data and $546,819,721 in the October 2026 data, up 118%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Monon Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (375); high net worth individuals (130); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Monon Wealth Management use?",
      "a": "Monon Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Monon Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289413"
    },
    {
      "q": "Does Monon Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 8, 2026 says: \"Monon Wealth Management generally does not impose a minimum account size for establishing a relationship.\""
    },
    {
      "q": "What changed in Monon Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $452,203,251 to $546,819,721 (+21%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 251000000.0,
      "total_employees": 6,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 257857171.0,
      "total_employees": 8,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 277571958.0,
      "total_employees": 8,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 312162594.0,
      "total_employees": 8,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 452203251.0,
      "total_employees": 9,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 546819721.0,
      "total_employees": 10,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $452,203,251 to $546,819,721 (+21%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 8, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Monon Wealth Management generally does not impose a minimum account size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "Monon Wealth Management generally does not impose a minimum account size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 375,
      "fewer_than_5": false,
      "raum": 109168919.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 130,
      "fewer_than_5": false,
      "raum": 391000374.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 20095918.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 26554506.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289413",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}