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 RIA that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting and runs educational seminars and workshops. It charges fees based on a percentage of assets under management and also offers hourly and fixed-fee engagements. Hixon Zuercher is registered with the SEC, having first registered in 2017. The firm’s practice tilts toward discretionary portfolio management and third-party manager allocation rather than passive custodial-only relationships. It does not identify as an active ESG investor and does not list multi-state adviser status on the available record.