Overview
Assets Under Management: $412 million
Headquarters: FINDLAY, OH
High-Net-Worth Clients: 87
Average Client Assets: $3 million
Frequently Asked Questions
HIXON ZUERCHER, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123465), HIXON ZUERCHER, LLC is subject to fiduciary duty under federal law.
HIXON ZUERCHER, LLC is headquartered in FINDLAY, OH.
HIXON ZUERCHER, LLC serves 87 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, HIXON ZUERCHER, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HIXON ZUERCHER, LLC manages $412 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, HIXON ZUERCHER, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,476
Discretionary Accounts: 1,286
Non-Discretionary Accounts: 190
Regulatory Filings
CRD Number: 123465
Last Filing Date: 2025-02-04 00:00:00
Website: https://hzcapital.com