Hutchens & Kramer Investment Management Group, Llc
- Regulatory AUM
- $547M
- Discretionary
- $510M
- Clients
- 518
- Avg AUM / client
- $1.1M
- Accounts
- 1,740
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 375 | $109M | 20.0% |
| High net worth individuals | 130 | $391M | 71.5% |
| Pension and profit sharing plans | 8 | $20.1M | 3.68% |
| Charitable organizations | Fewer than 5 clients | $4 | 0.0% |
| Corporations and other businesses | 5 | $26.6M | 4.86% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Darrick Hutchens | Managing Partner | CFP | Jul 2017 (9y) | 50% – 75% |
| Raymond Joseph Kramer | Managing Partner And Chief Compliance Officer | Jul 2017 (9y) | 50% – 75% | |
| Stephanie Sue Wilson | Registered representative | CFP | Sep 2017 (9y) | |
| Clinton David Bucher | Registered representative | Oct 2019 (7y) | ||
| Mark Edward Rhodes | Registered representative | Mar 2021 (5y) | ||
| Hunter Bartholomew | Registered representative | Aug 2024 (2y) | ||
| Jordan Ashley Davan | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $385M (70% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗