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HIXON ZUERCHER CAPITAL MANAGEMENT
Legal name: HIXON ZUERCHER, LLC
CRD 123465File 801-111071
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$487.7M
Above cohort median (national)
Discretionary AUM
$464.4M
Non-discretionary $23.3M
Clients
390
1,612 accounts
Employees
11
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 31, 2017
- Principal office
- 101 WEST SANDUSKY STREET, SUITE 301, FINDLAY, OH, 45840
- Phone
- 419-425-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $487.7M
- Discretionary AUM
- $464.4M
- Non-discretionary AUM
- $23.3M
- Discretionary accounts
- 1,406
- Non-discretionary accounts
- 206
- Total accounts
- 1,612
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $5.0M |
| Other investment advisers | 7 | $43.8M |
| High net worth individuals | 128 | $364.0M |
| Pension and profit sharing plans | 9 | $330K |
| Individuals (other than high net worth individuals) | 240 | $74.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.