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 RIA organized as an LLC that serves both individual/family and institutional clients. The firm is registered with the SEC (registered in 2017) and identifies as a capital allocator, sourcing third‑party managers in addition to managing client portfolios directly. Its fee schedules include percentage of AUM, hourly charges, and fixed fees. Advisory services span financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers, plus educational seminars and workshops. Hixon Zuercher is not an active ESG investor. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.