# Monon Wealth Management

> 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.

- CRD: 289413
- Filed as: MONON WEALTH MANAGEMENT
- Legal name: Hutchens & Kramer Investment Management Group, LLC
- Also doing business as: LEGACY INVESTMENT ADVISORS, MONON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289413
- AdvisorCensus page: https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413

## Quick answers

**How is Monon Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Monon Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Monon Wealth Management located?**
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).

**Is Monon Wealth Management registered with the SEC or a state?**
Monon Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289413.

**How much does Monon Wealth Management manage?**
Monon Wealth Management reports $546,819,721 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (93% discretionary).

**How have Monon Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Monon Wealth Management serve?**
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).

**Which custodians does Monon Wealth Management use?**
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.

**Does Monon Wealth Management report any disciplinary disclosures?**
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

**Does Monon Wealth Management state an account minimum?**
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."

**What changed in Monon Wealth Management's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 8, 2026)

- Account minimum: None

> Monon Wealth Management generally does not impose a minimum account size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $546,819,721
- Discretionary: $509,909,688
- Non-discretionary: $36,910,033

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 375 | $109,168,919 |
| High net worth individuals | 130 | $391,000,374 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $20,095,918 |
| Charitable organizations | Fewer than 5 | $4 |
| Corporations or other businesses not listed above | 5 | $26,554,506 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, LA, MI, NE, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Avon, IN
- Carmel, IN

### Websites listed on Form ADV (Item 1.I)
- mononwealth.com
- music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management
- open.spotify.com/show/2UKITK3aeSNGBHvWTgT77f
- Facebook @mononwealth
- Instagram @mononwealth
- LinkedIn @monon-wealth-management
- YouTube @mononwealthmanagement3475

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $251,000,000 | 6 | March 25, 2021 |
| October 2022 | $257,857,171 | 8 | March 24, 2022 |
| October 2023 | $277,571,958 | 8 | March 15, 2023 |
| October 2024 | $312,162,594 | 8 | August 26, 2024 |
| October 2025 | $452,203,251 | 9 | June 27, 2025 |
| October 2026 | $546,819,721 | 10 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $452,203,251 to $546,819,721 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monon Wealth Management (CRD 289413): Form ADV filing data as of October 2026.