Hixon Zuercher Capital Management
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
FINTRXOverview
Hixon Zuercher Capital Management is an independent registered investment adviser formed in 2017 and organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, and it operates as a capital allocator that routinely selects outside managers. Services listed on its ADV include financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational workshops. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser. Hixon Zuercher was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Anthony Hixon
Co-Founder & CEOCRD 4682979
Contacts
3 of 5
Jordan Shaw
Associate Wealth AdvisorCRD 7369093
Jessica Hinks
Senior Wealth AdvisorCRD 6732640
Austin Wilson
Co-Portfolio ManagerCRD 6905836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$81.8M in ETFs
94%
$76.8M
6%
$5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF (GSIE) | Goldman Sachs | Passive | Foreign Large Blend | $24.1M | 526,508 | 29.43% |
Location
Findlay, OH
Hancock
Location
Findlay, OH
Headquartered in Findlay, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- Hancock
- Address
- 101 W Sandusky St
- Time zone
- ET (UTC-5)
- Office locations
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