Hixon Zuercher Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Findlay, OH. Its latest Form ADV filing, dated April 10, 2026, reports $488M in regulatory assets under management, 11 employee, and 1,612 accounts.
Assets Under Management
$488M
Employees
11
Offices
--
Total Clients
390
Primary office
FINDLAY, OH
101 WEST SANDUSKY STREET, SUITE 301, FINDLAY, OH, United States
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
240
2
HNWI
32.8%
128
3
Pension Plans
2.3%
9
4
Other Advisers
1.8%
7
5
Charitable
1.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$488Mas of April 10, 2026
Discretionary95.2%
$464M
95% of total RAUM95.2%
Non-discretionary4.8%
$23M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$488M
Total Accounts1,612
10Y AUM Change+$377M (+341.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee35:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.