HIXON ZUERCHER CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2017

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, SEC-registered registered investment adviser that began SEC reporting in 2017 and operates as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator that combines discretionary portfolio management with financial planning and advisory services. Its fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. Advisory capabilities documented on the firm’s ADV include portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through seminars and workshops. Hixon Zuercher is not positioned as an active ESG investor and is not organized as a multi-state adviser. The firm was named among FA Magazine’s Top RIA Firms in 2020.