Investment adviser · CRD 123465
HIXON ZUERCHER CAPITAL MANAGEMENT
Investment adviser filing (IA)
HIXON ZUERCHER, LLC
FINDLAY, OH, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $488M Form ADV · Item 5.F
- Client accounts
- 1,612 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 128 | $363,951,494 | 74.6% |
| Individuals | 240 | $74,628,457 | 15.3% |
| Other investment advisers | 7 | $43,820,557 | 9.0% |
| Charities | 6 | $4,979,938 | 1.0% |
| Retirement plans | 9 | $330,314 | 0.1% |
Filing source
Form ADV 2093702 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
101 WEST SANDUSKY STREET, SUITE 301FINDLAY, OH, 45840, United States
CRD 123465
Filing source
Form ADV 2093702 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.