HIXON ZUERCHER CAPITAL MANAGEMENT

HIXON ZUERCHER, LLC

CRD 123465 · SEC 801-111071

Visit website

101 WEST SANDUSKY STREET, SUITE 301, FINDLAY, OH, 45840, United States

Phone

419-425-2400

Fax

419-425-3200

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$487.7M

Discretionary AUM

$464.4M

Team

11 total employees; 7 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsMUTUAL FUND RESEARCH SERVICES

Client types

Type	Clients	AUM
Individuals	240	$74.6M
High net worth individuals	128	$364.0M
Pension/profit sharing plans	9	$330K
Charitable organizations	6	$5.0M
Other investment advisers	7	$43.8M

States served

IN, MI, OH, SC, TX, FL

All web addresses on file

http://www.instagram.com/hzcapital
https://twitter.com/HZcapital
HTTP://WWW.HZCAPITAL.COM
http://www.youtube.com/c/hzcapital
https://www.facebook.com/hzcapital/

Official SEC filing: View on IAPD