Hixon Zuercher provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Hixon Zuercher reports 390 clients. They include 240 individual clients, 128 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 95.2% ($464M across 1,406 accounts) are managed with discretion; $23.3M across 206 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 15% |
| High-net-worth individuals | 33% | 75% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | 2% | 1% |
| Other investment advisers | 2% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 240 | $74.6M | 15.3% | $311K |
| High-net-worth individuals | 128 | $364M | 74.6% | $2.84M |
| Pension and profit-sharing plans | 9 | $330K | 0.1% | $36.7K |
| Charitable organizations | 6 | $4.98M | 1.0% | $830K |
| Other investment advisers | 7 | $43.8M | 9.0% | $6.26M |
| Total | 390 | $488M | 100% | $1.25M |
- Clients
- 240
- Regulatory AUM
- $74.6M
- AUM share
- 15.3%
- Avg. per client
- $311K
- Clients
- 128
- Regulatory AUM
- $364M
- AUM share
- 74.6%
- Avg. per client
- $2.84M
- Clients
- 9
- Regulatory AUM
- $330K
- AUM share
- 0.1%
- Avg. per client
- $36.7K
- Clients
- 6
- Regulatory AUM
- $4.98M
- AUM share
- 1.0%
- Avg. per client
- $830K
- Clients
- 7
- Regulatory AUM
- $43.8M
- AUM share
- 9.0%
- Avg. per client
- $6.26M
Total
- Clients
- 390
- Regulatory AUM
- $488M
- AUM share
- 100%
- Avg. per client
- $1.25M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Hixon Zuercher charges 0.50%–1.50% for its Standard Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance. The brochure also prices 4 other services, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$1.5M | 1.00% |
| $1.5M–$2M | 0.75% |
| $2M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning Agreement
- Financial plans are billed hourly and may be in addition to the investment management fee, unless otherwise agreed.
- Hourly Planning Engagements
- Limited-scope hourly planning engagements are billed at $150 per hour.
- Life Coaching Engagements
- Workshops are $149 per individual or $249 for couples; private coaching sessions are $150 per hour.
- Retainer Agreement
- A fixed fee for a project, set by the amount of work involved, in place of an investment advisory agreement.
Anthony Hixon owns 50% to 75% of Hixon Zuercher. The leadership team of Hixon Zuercher includes Chief Operating Officer Anthony Hixon and Chief Compliance Officer Joshua Robb. It has 11 employees, 7 of them in advisory roles.
Staff
- 11 employees
- 7 in advisory functions
- 8 state-registered reps
- 5 soliciting firms
- Owns 50% to 75% of Hixon Zuercher, LLC
Anthony Hixon
Control person · since April 2003
- Owns 25% to 50% of Hixon Zuercher, LLC
Joshua Robb
Control person · since January 2022
Hixon Zuercher’s regulatory assets grew 2.2× from $222M (March 2021) to $488M (April 2026); clients rose from 296 to 390 and employees from 9 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $488M | 390 | 11 | 1 |
| Jun 2025June 2025 | $412M | 355 | 11 | 1 |
| May 2024May 2024 | $345M | 351 | 11 | 1 |
| Aug 2023August 2023 | $282M | 349 | 10 | 1 |
| Jul 2022July 2022 | $300M | 323 | 11 | 1 |
| Mar 2021March 2021 | $222M | 296 | 9 | 1 |
Besides its headquarters, Hixon Zuercher has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 101 West Sandusky Street, Suite 301, FindlayHQ
Contact and registration details
- Legal name
- Hixon Zuercher, LLC
- Headquarters
- 101 West Sandusky Street, Suite 301, Findlay, OH 45840
- Website
- hzcapital.com
- Phone
- 419-425-2400
- SEC file
- 801-111071
- Founded
- 2002
- Structure
- Ohio LLC
- Fiscal year end
- December
Hixon Zuercher’s named custodian for separately managed accounts is Fidelity ($443M). Hixon Zuercher has custody of $488M for 390 clients.
- FidelityNational Financial Services LLC · Boston, MA · $443M100%
At year end, Hixon Zuercher’s separately managed accounts were mostly in stocks (52%) and funds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $341M across 88 positions; the largest are Goldman Sachs ETF TR (7.1%), Goldman Sachs ETF TR (4.0%) and Johnson & Johnson (3.5%).
What the accounts hold
- Stocks52%
- Funds42%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Hixon Zuercher have?
Hixon Zuercher has 390 clients and manages $488 million for them, as of April 2026. They include 240 individual clients, 128 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Hixon Zuercher offer?
Hixon Zuercher provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hixon Zuercher charge?
Hixon Zuercher charges 0.50%–1.50% for its Standard Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance.
Which custodians does Hixon Zuercher use?
Hixon Zuercher’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $443M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does Hixon Zuercher have?
Hixon Zuercher has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hixon Zuercher invest in?
At the end of its last fiscal year, Hixon Zuercher’s separately managed accounts held 52% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hixon Zuercher?
Hixon Zuercher’s direct owners are Anthony Hixon (50% to 75%) and Joshua Robb (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Hixon Zuercher get paid?
Hixon Zuercher is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hixon Zuercher?
Hixon Zuercher’s main office is at 101 West Sandusky Street, Suite 301, Findlay, OH 45840. Its phone number is 419-425-2400. Its website is hzcapital.com.
