Hixon Zuercher Capital Management

RIASEC Registered

Total AUM

$488M

Discretionary

$464M

95% of AUM

Avg account

$303K

Accounts

1,612

Employees

Advisory reps

Firm details

Headquarters: Findlay, Ohio
CRD number: 123465
Registered since: August 31, 2017
Website: hzcapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.62%
Individuals15.3%
Other Investment Advisers8.98%
Charitable Organizations1.02%
Pension & Profit Sharing Plans0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hixon Zuercher Capital Management is an independent, individual-owned registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator, combining advisory services with third‑party fund selections. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory capabilities listed on filings include financial planning, portfolio management for individuals/small businesses and for institutional clients, pension consulting, selection of other advisers, and investor education through seminars and workshops. The firm does not identify as an active ESG investor. Hixon Zuercher was recognized on FA Magazine’s Top RIA Firms list in 2020.