Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$487,710,760
Total clients
368
35% high-net worth
Total advisors
6
of 11 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
61
Average account size
$1,325,301
Hixon Zuercher Capital Management provides investment supervisory services, financial planning and asset management to individuals (including high-net-worth clients) and a range of institutional clients, including investment companies and other investment advisers; the firm manages approximately $487.7 million across discretionary and non-discretionary accounts. It operates as a fee-only advisor and offers ongoing investment management, retainer and hourly planning engagements.
HZCM implements tailored, asset-allocation-oriented strategies that primarily use no-load mutual funds, ETFs and individual equities and bonds, documenting client goals and risk tolerance with a questionnaire to guide portfolio construction and trading under a limited power of attorney. The firm conducts quarterly account reviews (or more frequently as market conditions dictate) and delivers regular written communications such as quarterly updates, portfolio appraisals, performance reports and an Insights newsletter.
Noteworthy features in the brochure include explicit service to institutional and other adviser clients (with a distinct institutional fee schedule) and a practice of producing performance-related materials and special reports that clients are urged to compare with custodian statements. The firm also offers public educational workshops and private life-coaching services — workshops noted in the brochure at $149 for individuals and $249 for couples, with private coaching at $150 per hour — an offering that is uncommon among similarly sized advisory teams.
Life coaching workshops: $149 for individuals, $249 for couples
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour for limited scope planning engagements; $150 per hour for private life coaching sessions
Account minimum: $500,000 (minimum investable asset level before being considered as a new client; waivable at firm's discretion) Minimum fee: $5,000 minimum fee for Institutional and Trust Service Fee Schedules unless waived Fee-only: Fee-only investment management; no commissions accepted
Hixon Zuercher Capital Management
101 West Sandusky Street, Suite 301
Findlay OH 45840, United States
Number of offices
1
Florida · Indiana · Michigan · Ohio · South Carolina · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Series 65
Findlay, OH
Hixon Zuercher Capital Management
CFP®
Findlay, OH
Hixon Zuercher Capital Management
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