Hixon Zuercher Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$438,579,951
Clients
368
Advisors
6
of 11 employees
About
Hixon Zuercher Capital Management provides investment supervisory (asset management) and financial planning services to a mixed client base that includes individual investors as well as institutional clients such as investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers ongoing discretionary portfolio management, one‑time financial planning, hourly and retainer engagements, and occasional non‑securities financial advice.
HZCM documents client goals in its relationship management system and uses a risk‑tolerance questionnaire to tailor strategies; most strategies primarily employ no‑load mutual funds but the firm also uses individual stocks, bonds and ETFs and applies methods such as fundamental, technical, charting and cyclical analysis. Accounts are generally managed on a discretionary basis with quarterly reviews and written updates, and trades are executed through qualified custodians under a limited power of attorney.
Noteworthy for a team of its size, HZCM serves other investment‑advisor and institutional clients and maintains a distinct institutional fee schedule, which is less common among peers. The firm also routinely prepares and distributes performance materials—issuing special reports, charts and performance reporting for client review—and conducts public workshops and life‑coaching sessions while using written promoter agreements to engage third‑party referrers.
Client services
Expertise
Fee options
Life coaching workshops are $149 or $249; private coaching sessions are $150 per hour; Retainer agreements are fixed fees based on project complexity
$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%
Hourly rate for limited scope planning engagements is $150 per hour
Account minimum: $500,000 but waivable Minimum fee: $5,000 minimum fee for Institutional and Trust Service Fee schedules unless waived Fee-only: HZCM is strictly a fee-only investment management firm with no commissions
Main office
101 West Sandusky Street, Suite 301
Findlay OH 45840
Advisors at this office
6
Most active in
Florida · Indiana · Michigan · Ohio · South Carolina · Texas
Also doing business as
Freedom Financial Solutions, LLC · Hixon Zuercher Capital Management · Hixon Zuercher, LLC · Hixon Zuercher, LLC Dba Hixon Zuercher Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Joshua Robb is a financial advisor at Hixon Zuercher Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using primarily no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its investment management.
Anthony H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Anthony Hixon is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Hixon Zuercher Capital Management in Findlay, OH, and has been involved with Freedom Financial Solutions, LLC since 2003. Outside of his advisory work, he is the owner of Freedom Capital Dynamics, LLC, a general partner in a limited partnership that operates in the investment space. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers regular account reviews and detailed client communications.
Chase R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Chase Rose is a financial advisor at Hixon Zuercher Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher since 2022, following roles at Freedom Enterprises and other firms. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual securities, and offers both public educational workshops and private life-coaching services.
Austin W
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with eight years of industry experience. He holds a Series 65 designation and previously worked at Cooper Tire & Rubber Company. Wilson has been with Hixon Zuercher Capital Management since 2018. Hixon Zuercher Capital Management provides investment supervisory and financial planning services to individual and institutional clients. The firm employs a range of strategies including mutual funds, individual stocks, bonds, and ETFs, with portfolio management conducted on a discretionary basis.
Jessica H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Jessica Hinks is a financial advisor at Hixon Zuercher Capital Management with nine years of industry experience. She holds a Series 65 designation and has worked at Hixon Zuercher since 2019, following four years at Lifeplan Financial Group, Inc. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers both public educational workshops and private life-coaching services.
Jordan S
CFP®
Findlay, OH
Hixon Zuercher Capital Management
Jordan Shaw is a CFP® with five years of industry experience, currently serving at Hixon Zuercher Capital Management. His prior roles include positions at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. He has also worked in academic settings at Liberty University and Corning Community College. Hixon Zuercher Capital Management provides investment supervisory and financial planning services to both individual and institutional clients. The firm employs predominantly no-load mutual funds alongside stocks, bonds, and ETFs, managing accounts primarily on a discretionary basis with regular reviews and performance reporting.
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