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| Happy Holidays!! thanks for using AUM13F!! |
| Hutchens & Kramer Investment Management Group LLC
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|---|---|
| CRD # | 289413 |
| SEC # | 801-114130 |
| CIK # | 0001920117 |
| AUM | $452.2 M (2025-06-27) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 317-993-3999 |
| Address | 99 E Carmel Dr Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 6.7 | ||
| Microsoft Corp | 3.6 | ||
| Amazon Com Inc | 2.9 | ||
| Apple Inc | 2.7 | ||
| Procter & Gamble Co | 2.6 | ||
| SPDR Gold Trust | 2.4 | ||
| Nvidia Corp | 2.3 | ||
| Facebook Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 608 | 158.0 |
| (b) Individuals (high net worth individuals) | 85 | 266.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,629 | 452.2 |
| By Discretionary | ||
| Discretionary | 1,488 | 439.5 |
| Non-Discretionary | 141 | 12.7 |
| Total | 1,629 | 452.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.2 | |
| Total | 1,629 | 452.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001920117] |
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